Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PREMIER PATH WEALTH PARTNERS LLC | 04-24-2024 | 03-31-2024 | 344 | 531,271,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 101 | $1,352,924 | 13,340 | 0.00 | 0.00 | -441 | -3.20 | 03-31-2024 |
| DUPONT DE NEMOURS INC | COM | 102 | $1,342,875 | 17,554 | 0.00 | 0.00 | 4,294 | 32.38 | 03-31-2024 |
| LAUDER ESTEE COS INC | CL A | 103 | $1,334,014 | 8,662 | 0.00 | 8,662 | +Inf | 03-31-2024 | |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 104 | $1,309,035 | 15,256 | 0.00 | 0.00 | 1,180 | 8.38 | 03-31-2024 |
