Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STRATEGIC WEALTH INVESTMENT GROUP LLC 01-16-2024 12-31-2023 130 665,328,612
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AMPLIFY ETF TR BLOCKCHAIN LDR 101 $1,256,992 42,110 0.00 0.00 234 0.56 12-31-2023
EXCHANGE LISTED FDS TR BANCREEK US LARG 102 $1,198,876 47,630 0.00 47,630 +Inf 12-31-2023
NIKE INC CL B Liquidated $0 0 0.00 11,436 +Inf 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW 104 $949,072 2,661 0.00 0.00 312 13.28 12-31-2023
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