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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 451 | $324,125 | 6,062 | 0.00 | 0.08 | -1,257 | -17.17 | 03-31-2023 |
| GALLAGHER ARTHUR J & CO | COM | 452 | $314,322 | 1,643 | 0.00 | 0.06 | 71 | 4.52 | 03-31-2023 |
| GENUINE PARTS CO | COM | 453 | $252,638 | 1,510 | 0.00 | 0.05 | -77 | -4.85 | 03-31-2023 |
| ISHARES TR | CORE TOTAL USD | 454 | $287,148 | 6,391 | 0.00 | 0.00 | -33,115 | -83.82 | 12-31-2022 |
