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 |
|---|---|---|---|---|---|---|---|---|---|
| CORTEVA INC | COM | 351 | $695,789 | 12,065 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLUMBIA ETF TR II | EM CORE EX ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES GOLD TR | ISHARES NEW | 353 | $672,160 | 16,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KKR & CO INC | COM | 354 | $653,770 | 6,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
