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 |
|---|---|---|---|---|---|---|---|---|---|
| MOTOROLA SOLUTIONS INC | COM NEW | 551 | $27,688 | 78 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPROTT PHYSICAL GOLD TR | UNIT | 552 | $27,680 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NUVEEN NEW YORK AMT QLT MUNI | COM | 553 | $27,088 | 2,492 | 0.00 | 0.00 | -2,492 | -50.00 | 03-31-2024 |
| VIATRIS INC | COM | 554 | $26,882 | 2,251 | 0.00 | 0.00 | -37 | -1.62 | 03-31-2024 |
