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 |
|---|---|---|---|---|---|---|---|---|---|
| TREEHOUSE FOODS INC | COM | 1051 | $3,973 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HASBRO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PLANET FITNESS INC | CL A | 1053 | $3,946 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SILGAN HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 91 | +Inf | 03-31-2024 |
