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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARGEPOINT HOLDINGS INC | COM CL A | 1351 | $1,900 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EVERI HLDGS INC | COM | 1352 | $1,889 | 188 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SILICON LABORATORIES INC | COM | 1353 | $1,868 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PENN ENTERTAINMENT INC | COM | 1354 | $1,857 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
