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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | EXTEND MKT ETF | 551 | $231,423 | 1,651 | 0.00 | 0.04 | 118 | 7.70 | 03-31-2023 |
| AMERICAN TOWER CORP NEW | COM | 552 | $207,199 | 978 | 0.00 | 978 | +Inf | 12-31-2022 | |
| WEIS MKTS INC | COM | 553 | $200,458 | 2,436 | 0.00 | 2,436 | +Inf | 12-31-2022 | |
| HECLA MNG CO | COM | 554 | $92,469 | 14,608 | 0.00 | 0.03 | -16,677 | -53.31 | 03-31-2023 |
