Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONCORD WEALTH PARTNERS | 04-29-2024 | 03-31-2024 | 852 | 555,742,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOVER CORP | COM | 401 | $54,220 | 306 | 0.00 | 0.00 | 80 | 35.40 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 402 | $53,740 | 330 | 0.00 | 0.00 | 107 | 47.98 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ATMOS ENERGY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
