Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATRIA WEALTH SOLUTIONS INC | 05-03-2024 | 03-31-2024 | 4491 | 8,871,096,298 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARNIVAL CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,521 | -8.91 | 12-31-2023 |
| SPDR SER TR | NYSE TECH ETF | 1302 | $633,283 | 3,472 | 0.00 | 0.00 | -639 | -15.54 | 03-31-2024 |
| BLACKROCK MUNIYIELD N Y QUAL | COM | 1303 | $632,469 | 59,869 | 0.00 | 0.00 | -4,580 | -7.11 | 03-31-2024 |
| GLOBAL X FDS | LITHIUM BTRY ETF | 1304 | $632,068 | 13,956 | 0.00 | 0.00 | -12,435 | -47.12 | 03-31-2024 |
