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  Name: Strategic Wealth Partners Group LLC
  City: DEERFIELD
  State: IL
  Zip: 60015
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $906,203,000
  Total Value Change : $113,458,000
  Securities Held Change : 4
   
All Securities Held : 70
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 22
  Unchanged Positions : 4
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 63 - $46.22 $272,000 5,781 0.03% -4,000 0 0.003    N/A
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 64 - $297.71 $255,000 850 0.03% 22,000 0 0.002    Closed - End Fund - E...
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 68 - $110.18 $59,000 532 0.01% 5,000 0 0    Closed - End Fund - E...
   (IBDR)1 Year Chart         IBDR Ishares Ibonds Dec 2026 Ter... 69 - $0.00 $18,000 759 0% 0 0 0.001    N/A

      4 Records Found
  1    
Page 1 of 1
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