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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | ICE PFD SEC ETF | 501 | $255,984 | 7,538 | 0.00 | 0.17 | -13,854 | -64.76 | 03-31-2023 |
| SELECT SECTOR SPDR TR | FINANCIAL | 502 | $244,769 | 7,157 | 0.00 | 0.00 | -6,535 | -47.73 | 12-31-2022 |
| AVISTA CORP | COM | 503 | $218,405 | 5,145 | 0.00 | 0.06 | -813 | -13.65 | 03-31-2023 |
| ASML HOLDING N V | N Y REGISTRY SHS | 504 | $243,148 | 445 | 0.00 | 445 | +Inf | 12-31-2022 |
