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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 401 | $303,634 | 6,306 | 0.00 | 0.49 | -44,975 | -87.70 | 03-31-2023 |
| PROSHARES TR | SHRT RUSSELL2000 | 402 | $316,308 | 13,196 | 0.00 | 13,196 | +Inf | 03-31-2023 | |
| ISHARES TR | MSCI USA QLT FCT | 403 | $322,693 | 2,601 | 0.00 | 2,601 | +Inf | 03-31-2023 | |
| ISHARES GOLD TR | ISHARES NEW | 404 | $781,594 | 20,915 | 0.00 | 0.10 | 8,005 | 62.01 | 03-31-2023 |
