Strategic-Wealth-Partners-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  "IWS",
  null,
  "IJR",
  "IWD",
  "EEM",
  "IWF",
  null,
  "IEMG",
  "IJK",
  "IVV",
  "SPY",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "VO",
  "VXF",
  "VOE",
  "VWO",
  "IWV",
  null,
  "VIG",
  "IWO",
  "IWN",
  "IWP",
  "IWR",
  null,
  null,
  "IVE",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  "VB",
  "VOO",
  "VTV",
  null,
  "DIA",
  "IXUS",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "IWM",
  "VTI"
]

Filing Details

13F-HR • 2024-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-03-31
Filing Date: 2024-04-30
Total Holdings: 70
Total Value: 906196928
Accession Number: 0001682677-24-000004
Form Type: 13F-HR
CIK: strategic-wealth-partners-group
Manager Name: Strategic-Wealth-Partners-Group

Data Enrichment

59% identified

41 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $906.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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46434G764

EMXC|46434G764

Shares:6.8K

Value:$392.6K

% of Portfolio:0.0% ($392.6K/$906.2M)

46435U663

Shares:9.5K

Value:$383.9K

% of Portfolio:0.0% ($383.9K/$906.2M)

46434VBG4

Shares:15.0K

Value:$376.8K

% of Portfolio:0.0% ($376.8K/$906.2M)

46435U549

Shares:5.8K

Value:$272.1K

% of Portfolio:0.0% ($272.1K/$906.2M)

464287689

IWV|464287689

Shares:850

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$906.2M)

46436E718

Shares:2.5K

Value:$253.0K

% of Portfolio:0.0% ($253.0K/$906.2M)

808524409

Shares:3.3K

Value:$247.8K

% of Portfolio:0.0% ($247.8K/$906.2M)

922042858

VWO|922042858

Shares:5.5K

Value:$229.6K

% of Portfolio:0.0% ($229.6K/$906.2M)

464288257

Shares:532

Value:$58.6K

% of Portfolio:0.0% ($58.6K/$906.2M)

46435GAA0

Shares:759

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$906.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EMXCcusip46434G764)	6.8K	QoQ- YoY-	All Managers (Combined)	$392.6K	0.0% ($392.6K/$906.2M)	QoQ- YoY-
(cusip46435U663)✕	9.5K	QoQ- YoY-	All Managers (Combined)	$383.9K	0.0% ($383.9K/$906.2M)	QoQ- YoY-
(cusip46434VBG4)✕	15.0K	QoQ- YoY-	All Managers (Combined)	$376.8K	0.0% ($376.8K/$906.2M)	QoQ- YoY-
(cusip46435U549)✕	5.8K	QoQ- YoY-	All Managers (Combined)	$272.1K	0.0% ($272.1K/$906.2M)	QoQ- YoY-
(IWVcusip464287689)	850	QoQ- YoY-	All Managers (Combined)	$255.1K	0.0% ($255.1K/$906.2M)	QoQ- YoY-
(cusip46436E718)✕	2.5K	QoQ- YoY-	All Managers (Combined)	$253.0K	0.0% ($253.0K/$906.2M)	QoQ- YoY-
(cusip808524409)✕	3.3K	QoQ- YoY-	All Managers (Combined)	$247.8K	0.0% ($247.8K/$906.2M)	QoQ- YoY-
(VWOcusip922042858)	5.5K	QoQ- YoY-	All Managers (Combined)	$229.6K	0.0% ($229.6K/$906.2M)	QoQ- YoY-
(cusip464288257)✕	532	QoQ- YoY-	All Managers (Combined)	$58.6K	0.0% ($58.6K/$906.2M)	QoQ- YoY-
(cusip46435GAA0)✕	759	QoQ- YoY-	All Managers (Combined)	$18.1K	0.0% ($18.1K/$906.2M)	QoQ- YoY-