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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US EFFICIENT COR | 901 | $1,228,761 | 29,097 | 0.00 | 0.00 | 1,365 | 4.92 | 03-31-2024 |
| COHEN & STEERS INFRASTRUCTUR | COM | 902 | $1,224,714 | 51,957 | 0.00 | 0.00 | -17,975 | -25.70 | 03-31-2024 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,334 | 13.40 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 904 | $1,222,414 | 11,973 | 0.00 | 0.00 | -806 | -6.31 | 03-31-2024 |
