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 |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | 751 | $11,748 | 125 | 0.00 | 0.00 | -1,565 | -92.60 | 03-31-2024 |
| NUVEEN PFD & INCOME SECS FD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 67 | 3.65 | 03-31-2024 |
| WISDOMTREE TR | ARTIFICIAL INTEL | Liquidated | $0 | 0 | 0.00 | 670 | +Inf | 03-31-2024 | |
| NUSTAR ENERGY LP | UNIT COM | 754 | $11,635 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
