Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LTD | 12-31-2022 | 12-31-2022 | 262 | 538,325,228 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 251 | $659,316 | 8,825 | 0.00 | 8,825 | +Inf | 03-31-2023 | |
| ISHARES TR | ESG AWR MSCI USA | 252 | $580,146 | 6,414 | 0.00 | 6,414 | +Inf | 03-31-2023 | |
| SPDR SER TR | NUVEEN BLMBRG SH | 253 | $654,288 | 13,760 | 0.00 | 0.15 | -1,191 | -7.97 | 03-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 254 | $527,499 | 5,455 | 0.00 | 0.09 | 926 | 20.45 | 03-31-2023 |
