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 |
|---|---|---|---|---|---|---|---|---|---|
| HAWAIIAN ELEC INDUSTRIES | COM | 701 | $13,975 | 1,240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NUVEEN PFD & INCOME OPPORTUN | COM | 702 | $13,895 | 1,933 | 0.00 | 1,933 | +Inf | 03-31-2024 | |
| CITIZENS FINL GROUP INC | COM | 703 | $13,318 | 367 | 0.00 | 0.00 | -169 | -31.53 | 03-31-2024 |
| SELECT SECTOR SPDR TR | INDL | 704 | $13,226 | 105 | 0.00 | 0.00 | -176 | -62.63 | 03-31-2024 |
