Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS GROUP LLC | 04-30-2024 | 03-31-2024 | 70 | 906,196,928 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| US EQTY PWR BUF | INNOVATOR ETFS TR | 51 | $7,115,567 | 187,350 | 0.00 | 0.00 | -13,403 | -6.68 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | Liquidated | $0 | 0 | 0.00 | 0.90 | 23,784 | 13.11 | 12-31-2023 |
| US EQTY PWR BUF | INNOVATOR ETFS TR | 53 | $6,666,549 | 187,526 | 0.00 | 0.00 | -3,281 | -1.72 | 03-31-2024 |
| US EQTY PWR BUF | INNOVATOR ETFS TR | 54 | $6,246,809 | 166,626 | 0.00 | 0.00 | -4,539 | -2.65 | 03-31-2024 |
