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 |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $9,524,189 | 22,649 | 0.00 | 0.00 | 180 | 0.80 | 03-31-2024 |
| MERCK & CO INC | COM | 52 | $9,364,728 | 70,972 | 0.00 | 0.00 | 777 | 1.11 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 53 | $9,113,444 | 17,423 | 0.00 | 0.00 | -47 | -0.27 | 03-31-2024 |
| CATERPILLAR INC | COM | 54 | $8,593,777 | 23,453 | 0.00 | 0.00 | -68 | -0.29 | 03-31-2024 |
