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 |
|---|---|---|---|---|---|---|---|---|---|
| MARINEMAX INC | COM | 1251 | $2,195 | 66 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BALL CORP | COM | Liquidated | $0 | 0 | 0.00 | 44 | +Inf | 03-31-2024 | |
| UMB FINL CORP | COM | 1253 | $2,175 | 25 | 0.00 | 0.00 | -3 | -10.71 | 03-31-2024 |
| VANGUARD WORLD FD | FINANCIALS ETF | 1254 | $2,150 | 21 | 0.00 | 0.00 | -253 | -92.34 | 03-31-2024 |
