Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PREMIER PATH WEALTH PARTNERS LLC | 04-24-2024 | 03-31-2024 | 344 | 531,271,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | COM | 151 | $880,888 | 780 | 0.00 | 0.00 | -47 | -5.68 | 03-31-2024 |
| PALO ALTO NETWORKS INC | COM | 152 | $866,798 | 3,047 | 0.00 | 0.00 | -301 | -8.99 | 03-31-2024 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 153 | $866,613 | 10,200 | 0.00 | 10,200 | +Inf | 03-31-2024 | |
| ORACLE CORP | COM | 154 | $841,745 | 6,701 | 0.00 | 0.00 | 9 | 0.13 | 03-31-2024 |
