Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONCORD WEALTH PARTNERS | 04-29-2024 | 03-31-2024 | 852 | 555,742,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VULCAN MATLS CO | COM | 501 | $34,115 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| APOLLO GLOBAL MGMT INC | COM | 502 | $33,735 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROGERS CORP | COM | 503 | $33,589 | 283 | 0.00 | 0.00 | -1 | -0.35 | 03-31-2024 |
| PPG INDS INC | COM | 504 | $33,499 | 231 | 0.00 | 0.00 | 1 | 0.43 | 03-31-2024 |
