Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONCORD WEALTH PARTNERS | 04-29-2024 | 03-31-2024 | 852 | 555,742,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | COM | 101 | $1,027,736 | 3,966 | 0.00 | 0.00 | 3,681 | 1291.58 | 03-31-2024 |
| ISHARES TR | ESG AW MSCI EAFE | 102 | $998,298 | 12,493 | 0.00 | 0.00 | -8,728 | -41.13 | 03-31-2024 |
| NUCOR CORP | COM | 103 | $992,750 | 5,016 | 0.00 | 0.00 | 1,342 | 36.53 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 104 | $964,483 | 15,675 | 0.00 | 0.00 | 15,663 | 130525.00 | 03-31-2024 |
