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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERCONTINENTAL EXCHANGE INC | COM | 251 | $358,572 | 2,609 | 0.00 | 0.00 | 333 | 14.63 | 03-31-2024 |
| MONDELEZ INTL INC | CL A | 252 | $357,258 | 5,104 | 0.00 | 0.00 | 15 | 0.29 | 03-31-2024 |
| DOMINION ENERGY INC | COM | 253 | $356,510 | 7,248 | 0.00 | 0.00 | 913 | 14.41 | 03-31-2024 |
| CENTENE CORP DEL | COM | 254 | $356,423 | 4,542 | 0.00 | 0.00 | 316 | 7.48 | 03-31-2024 |
