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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 501 | $351,827 | 6,167 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LAMAR ADVERTISING CO NEW | CL A | 502 | $351,065 | 2,940 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DELL TECHNOLOGIES INC | CL C | 503 | $351,002 | 3,076 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENERAL MTRS CO | COM | 504 | $345,997 | 7,629 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
