Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCIPLE WEALTH PARTNERS LLC | 04-23-2024 | 03-31-2024 | 344 | 1,280,426,042 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P SML 600 GWT | 251 | $1,218,474 | 9,321 | 0.00 | 0.00 | 631 | 7.26 | 03-31-2024 |
| ISHARES U S ETF TR | BLACKROCK SHORT | 252 | $1,206,188 | 24,066 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 253 | $1,189,492 | 30,920 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 254 | $1,167,664 | 12,988 | 0.00 | 0.00 | -84 | -0.64 | 03-31-2024 |
