Principle Wealth Partners LLC

Q4 2024 13F Detailed Holdings

Location
Madison, CT
Holdings as of
12/31/2024
Value ($000)
$1,424,854
Num holdings
334
Date filed
1/29/2025
Form type
13F-HR
Prev filing
11/13/2024
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, LLC