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 |
|---|---|---|---|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | 551 | $294,333 | 1,427 | 0.00 | 0.00 | -218 | -13.25 | 03-31-2024 |
| CBOE GLOBAL MKTS INC | COM | 552 | $293,968 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| YUM BRANDS INC | COM | 553 | $293,938 | 2,120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KENVUE INC | COM | 554 | $293,873 | 13,694 | 0.00 | 0.00 | 4,297 | 45.73 | 03-31-2024 |
