Principle Wealth Partners LLC

Q1 2024 13F Detailed Holdings

Location
Madison, CT
Holdings as of
3/31/2024
Value ($000)
$1,280,426
Num holdings
344
Date filed
4/23/2024
Form type
13F-HR/A - RESTATEMENT
Prev filing
2/5/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Gilman Hill Asset Management