Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH INVESTMENT GROUP LLC | 01-16-2024 | 12-31-2023 | 130 | 665,328,612 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 201 | $286,612 | 1,232 | 0.00 | 1,232 | +Inf | 12-31-2023 | |
| TEXAS INSTRS INC | COM | 202 | $285,009 | 1,672 | 0.00 | 1,672 | +Inf | 12-31-2023 | |
| WELLS FARGO CO NEW | COM | 203 | $284,420 | 5,779 | 0.00 | 0.00 | 54 | 0.94 | 12-31-2023 |
| ISHARES TR | MSCI USA ESG SLC | 204 | $283,840 | 2,824 | 0.00 | 0.00 | 204 | 7.79 | 12-31-2023 |
