Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FRONTIER WEALTH MANAGEMENT LLC 08-12-2022 06-30-2022 399 8,024,479,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
RAYTHEON TECHNOLOGIES CORP COM 51 $5,718,000 55,734 0.07 0.07 0 0.00 06-30-2022
CELCUITY INC COM 52 $5,542,000 742,954 0.07 0.07 0 0.00 06-30-2022
EVERGY INC COM 53 $5,529,000 77,494 0.07 0.07 0 0.00 06-30-2022
MEDTRONIC PLC SHS 54 $5,527,000 49,982 0.07 0.07 0 0.00 06-30-2022
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