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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EXPND TEC SC ETF | 451 | $42,775 | 496 | 0.00 | 0.00 | 414 | 504.88 | 03-31-2024 |
| OREILLY AUTOMOTIVE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -38 | -44.71 | 03-31-2024 |
| BP PLC | SPONSORED ADR | 453 | $42,569 | 1,130 | 0.00 | 0.00 | 15 | 1.35 | 03-31-2024 |
| NORFOLK SOUTHN CORP | COM | 454 | $42,563 | 167 | 0.00 | 0.00 | -43 | -20.48 | 03-31-2024 |
