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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. REAL ES ETF | 401 | $539,400 | 6,000 | 0.00 | 0.00 | -1,000 | -14.29 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 402 | $533,034 | 4,670 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 50 | 0.74 | 03-31-2024 |
| LINDE PLC | SHS | 404 | $526,539 | 1,134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
