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 |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | COM | 651 | $231,085 | 3,374 | 0.00 | 3,374 | +Inf | 03-31-2024 | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | Liquidated | $230,051 | 5,077 | 0.00 | 0.00 | 5,077 | +Inf | 03-31-2024 |
| TEREX CORP NEW | COM | 653 | $229,972 | 3,571 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 654 | $229,590 | 9,000 | 0.00 | 9,000 | +Inf | 03-31-2024 |
