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 |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | 301 | $267,695 | 4,621 | 0.00 | 0.00 | 470 | 11.32 | 03-31-2024 |
| CADENCE DESIGN SYSTEM INC | COM | 302 | $267,522 | 859 | 0.00 | 0.00 | 26 | 3.12 | 03-31-2024 |
| BUILDERS FIRSTSOURCE INC | COM | 303 | $266,735 | 1,279 | 0.00 | 1,279 | +Inf | 03-31-2024 | |
| GARTNER INC | COM | 304 | $266,215 | 558 | 0.00 | 0.00 | -2 | -0.36 | 03-31-2024 |
