Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH INVESTMENT GROUP LLC | 01-16-2024 | 12-31-2023 | 130 | 665,328,612 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC | CL A | 151 | $562,129 | 7,761 | 0.00 | 7,761 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P500 ETF | 152 | $556,960 | 1,166 | 0.00 | 0.00 | -660 | -36.14 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 153 | $538,138 | 1,232 | 0.00 | 1,232 | +Inf | 12-31-2023 | |
| MEDTRONIC PLC | SHS | 154 | $533,987 | 6,482 | 0.00 | 0.00 | 16 | 0.25 | 12-31-2023 |
