Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PREMIER PATH WEALTH PARTNERS LLC | 04-24-2024 | 03-31-2024 | 344 | 531,271,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUINIX INC | COM | 201 | $543,067 | 658 | 0.00 | 0.00 | -10 | -1.50 | 03-31-2024 |
| HILTON WORLDWIDE HLDGS INC | COM | 202 | $540,704 | 2,535 | 0.00 | 0.00 | -198 | -7.24 | 03-31-2024 |
| ISHARES TR | RUS 2000 VAL ETF | 203 | $539,001 | 3,394 | 0.00 | 0.00 | -597 | -14.96 | 03-31-2024 |
| REGENERON PHARMACEUTICALS | COM | 204 | $536,866 | 558 | 0.00 | 0.00 | 42 | 8.14 | 03-31-2024 |
