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 |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 101 | $5,064,021 | 6,509 | 0.00 | 0.00 | 87 | 1.35 | 03-31-2024 |
| TEXAS INSTRS INC | COM | 102 | $5,006,795 | 28,740 | 0.00 | 0.00 | 405 | 1.43 | 03-31-2024 |
| DOW INC | COM | 103 | $4,996,757 | 86,255 | 0.00 | 0.00 | 425 | 0.50 | 03-31-2024 |
| OLD DOMINION FREIGHT LINE IN | COM | 104 | $4,847,628 | 22,104 | 0.00 | 0.00 | 11,052 | 100.00 | 03-31-2024 |
