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 |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | COM | 351 | $478,832 | 3,753 | 0.00 | 0.09 | 514 | 15.87 | 03-31-2023 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 352 | $466,661 | 1,018 | 0.00 | 0.09 | -8 | -0.78 | 03-31-2023 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 353 | $474,802 | 4,813 | 0.00 | 0.00 | -492 | -9.27 | 12-31-2022 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 354 | $575,154 | 2,818 | 0.00 | 0.33 | -5,278 | -65.19 | 03-31-2023 |
