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 |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 301 | $569,736 | 8,220 | 0.00 | 0.13 | 337 | 4.28 | 03-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 302 | $532,935 | 4,548 | 0.00 | 0.12 | -271 | -5.62 | 03-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 303 | $580,883 | 1,810 | 0.00 | 0.11 | 44 | 2.49 | 03-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 304 | $462,418 | 1,854 | 0.00 | 0.16 | -1,505 | -44.81 | 03-31-2023 |
