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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO AGRGTE | 251 | $152,767 | 6,043 | 0.00 | 0.00 | -70 | -1.15 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 252 | $151,641 | 1,740 | 0.00 | 0.00 | -5,663 | -76.50 | 03-31-2024 |
| TERADYNE INC | COM | Liquidated | $0 | 0 | 0.00 | 1,498 | +Inf | 03-31-2024 | |
| GENERAL DYNAMICS CORP | COM | 254 | $149,437 | 529 | 0.00 | 0.00 | -249 | -32.01 | 03-31-2024 |
