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 |
|---|---|---|---|---|---|---|---|---|---|
| COPT DEFENSE PROPERTIES | SHS BEN INT | Liquidated | $0 | 0 | 0.00 | 142 | +Inf | 03-31-2024 | |
| LEMAITRE VASCULAR INC | COM | 1102 | $3,384 | 51 | 0.00 | 51 | +Inf | 03-31-2024 | |
| DOCUSIGN INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 8.11 | 03-31-2024 |
| ENSIGN GROUP INC | COM | 1104 | $3,359 | 27 | 0.00 | 27 | +Inf | 03-31-2024 |
