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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CONV BD ETF | Liquidated | $0 | 0 | 0.00 | 70 | +Inf | 03-31-2024 | |
| EXPEDIA GROUP INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 03-31-2024 | |
| SIYATA MOBILE INC | COM NEW | 953 | $5,098 | 1,416 | 0.00 | 1,416 | +Inf | 03-31-2024 | |
| PARKER-HANNIFIN CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
