Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCIPLE WEALTH PARTNERS LLC | 04-23-2024 | 03-31-2024 | 344 | 1,280,426,042 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | COM | 151 | $3,243,771 | 15,804 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PALO ALTO NETWORKS INC | COM | 152 | $3,227,350 | 11,359 | 0.00 | 0.00 | 555 | 5.14 | 03-31-2024 |
| GENERAL MLS INC | COM | 153 | $3,183,292 | 45,495 | 0.00 | 0.00 | 2,001 | 4.60 | 03-31-2024 |
| MOTOROLA SOLUTIONS INC | COM NEW | 154 | $3,172,456 | 8,937 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
