Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LTD | 12-31-2022 | 12-31-2022 | 262 | 538,325,228 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 51 | $4,574,184 | 16,004 | 0.00 | 0.79 | 2,875 | 21.90 | 03-31-2023 |
| AMERICAN EXPRESS CO | COM | 52 | $4,404,694 | 26,703 | 0.00 | 0.65 | 5,003 | 23.06 | 03-31-2023 |
| ACTIVISION BLIZZARD INC | COM | 53 | $4,452,315 | 52,019 | 0.00 | 0.72 | 9,193 | 21.47 | 03-31-2023 |
| LILLY ELI & CO | COM | 54 | $3,575,173 | 10,410 | 0.00 | 0.53 | 2,817 | 37.10 | 03-31-2023 |
