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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | CONSUM DIS ETF | 151 | $13,154,713 | 41,402 | 0.00 | 0.00 | 17,477 | 73.05 | 03-31-2024 |
| AT&T INC | COM | 152 | $12,971,910 | 737,041 | 0.00 | 0.00 | -9,413 | -1.26 | 03-31-2024 |
| ISHARES TR | HDG MSCI EAFE | 153 | $12,700,330 | 364,114 | 0.00 | 0.00 | 253,940 | 230.49 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 154 | $12,689,609 | 115,307 | 0.00 | 0.00 | 44,952 | 63.89 | 03-31-2024 |
