Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PREMIER PATH WEALTH PARTNERS LLC | 04-24-2024 | 03-31-2024 | 344 | 531,271,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 51 | $2,341,101 | 3,068 | 0.00 | 0.00 | -168 | -5.19 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 52 | $2,340,655 | 3,195 | 0.00 | 0.00 | -87 | -2.65 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 53 | $2,319,919 | 14,717 | 0.00 | 0.00 | -557 | -3.65 | 03-31-2024 |
| HOME DEPOT INC | COM | 54 | $2,319,652 | 6,065 | 0.00 | 0.00 | 288 | 4.99 | 03-31-2024 |
