Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CONCORD WEALTH PARTNERS | 04-29-2024 | 03-31-2024 | 852 | 555,742,944 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDS | COMM SRVC ETF | Liquidated | $0 | 0 | 0.00 | 4 | +Inf | 03-31-2024 | |
GLOBAL X FDS | SOLAR ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TELEDYNE TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 1 | +Inf | 03-31-2024 | |
RIOT PLATFORMS INC | COM | 1654 | $404 | 33 | 0.00 | 33 | +Inf | 03-31-2024 |