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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHRT NAT MUN ETF | 501 | $3,128,200 | 29,869 | 0.00 | 0.00 | -5,175 | -14.77 | 03-31-2024 |
| ISHARES TR | USD INV GRDE ETF | 502 | $3,113,178 | 61,319 | 0.00 | 0.00 | 6,041 | 10.93 | 03-31-2024 |
| ISHARES TR | MSCI EMG MKT ETF | 503 | $3,096,599 | 75,380 | 0.00 | 0.00 | -3,332 | -4.23 | 03-31-2024 |
| PAYPAL HLDGS INC | COM | 504 | $3,090,192 | 46,129 | 0.00 | 0.00 | 3,179 | 7.40 | 03-31-2024 |
