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 |
|---|---|---|---|---|---|---|---|---|---|
| RUMBLE INC | COM CL A | 1601 | $808 | 100 | 0.00 | 0.00 | -2,000 | -95.24 | 03-31-2024 |
| ORCHARD THERAPEUTICS PLC | SPON ADS NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRSTENERGY CORP | COM | 1603 | $772 | 20 | 0.00 | 0.00 | -876 | -97.77 | 03-31-2024 |
| AMERICAN AIRLS GROUP INC | COM | 1604 | $768 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
