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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 301 | $902,745 | 7,942 | 0.00 | 0.00 | 191 | 2.46 | 03-31-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 302 | $896,179 | 9,492 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ISHARES BIOTECH | 303 | $873,027 | 6,362 | 0.00 | 0.00 | -114 | -1.76 | 03-31-2024 |
| STRYKER CORPORATION | COM | 304 | $856,029 | 2,392 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
