Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH ADVISORS GROUP LLC | 11-10-2022 | 09-30-2022 | 555 | 2,327,166,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 201 | $3,033,000 | 73,897 | 0.13 | 0.11 | 8,549 | 13.08 | 09-30-2022 |
| J P MORGAN EXCHANGE TRADED F | INTERNL GWT | 202 | $3,006,000 | 63,965 | 0.13 | 0.16 | -7,778 | -10.84 | 09-30-2022 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 203 | $3,005,000 | 82,632 | 0.13 | 0.14 | 1,445 | 1.78 | 09-30-2022 |
| AT&T INC | COM | 204 | $2,978,000 | 194,148 | 0.13 | 0.18 | -5,506 | -2.76 | 09-30-2022 |
