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 |
|---|---|---|---|---|---|---|---|---|---|
| CF INDS HLDGS INC | COM | 1551 | $999 | 12 | 0.00 | 0.00 | -74 | -86.05 | 03-31-2024 |
| LINCOLN NATL CORP IND | COM | 1552 | $990 | 31 | 0.00 | 0.00 | -487 | -94.02 | 03-31-2024 |
| GLOBANT S A | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CERENCE INC | COM | 1554 | $977 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
