Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCIPLE WEALTH PARTNERS LLC | 04-23-2024 | 03-31-2024 | 344 | 1,280,426,042 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 1 | $70,947,914 | 354,208 | 0.01 | 0.01 | 1,266 | 0.36 | 03-31-2024 |
| APPLE INC | COM | 2 | $63,275,747 | 368,998 | 0.00 | 0.01 | 561 | 0.15 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $47,010,827 | 257,438 | 0.00 | 0.00 | 899 | 0.35 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $45,649,497 | 108,503 | 0.00 | 0.00 | 602 | 0.56 | 03-31-2024 |
