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  Name: Principle Wealth Partners LLC
  City: MADISON
  State: CT
  Zip: 06443
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,280,420,000
  Total Value Change : $118,814,000
  Securities Held Change : 9
   
All Securities Held : 344
  New Positions : 13
  Closed Positions : 6
  Increased Positions : 148
  Unchanged Positions : 112
  Decreased Positions : 71

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed 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
   (COLB)1 Year Chart         COLB Columbia Banking System Inc 348 Closed $20.07 $0 0 0% -230,000 -8,604 0    Savings & Loans
   (DEM)1 Year Chart         DEM WisdomTree Emerging Markets... 347 Closed $44.59 $0 0 0% -204,000 -5,010 0    Closed - End Fund - E...
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 346 Closed $3.58 $0 0 0% -233,000 -22,800 0    Savings & Loans
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 345 Closed $81.75 $0 0 0% -527,000 -6,815 0    N/A
   (STX)1 Year Chart         STX Seagate Technology 350 Closed $96.81 $0 0 0% -401,000 -4,700 0    Data Storage Devices
   (IRM)1 Year Chart         IRM Iron Mountain Inc 349 Closed $82.10 $0 0 0% -374,000 -5,350 0    Business Services

      6 Records Found
  1    
Page 1 of 1
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