Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH INVESTMENT GROUP LLC | 01-16-2024 | 12-31-2023 | 130 | 665,328,612 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | AGRIBUSINESS ETF | 51 | $6,040,136 | 79,288 | 0.00 | 0.00 | 6,327 | 8.67 | 12-31-2023 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 52 | $5,800,030 | 65,641 | 0.00 | 0.00 | 6,394 | 10.79 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 53 | $5,786,938 | 41,427 | 0.00 | 0.00 | 655 | 1.61 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 54 | $5,755,218 | 394,734 | 0.00 | 0.00 | 7,181 | 1.85 | 12-31-2023 |
