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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 451 | $432,814 | 2,555 | 0.00 | 0.00 | 70 | 2.82 | 03-31-2024 |
| HOLOGIC INC | COM | 452 | $428,780 | 5,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SHELL PLC | SPON ADS | 453 | $424,631 | 6,334 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 454 | $422,790 | 1,763 | 0.00 | 0.00 | -87 | -4.70 | 03-31-2024 |
