Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 05-10-2024 | 03-31-2024 | 4170 | 267,852,554,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 3551 | $948,171 | 16,755 | 0.00 | 0.00 | -4,051 | -19.47 | 03-31-2024 |
| SPDR INDEX SHS FDS | MSCI EAFE FS ETF | 3552 | $948,063 | 22,797 | 0.00 | 0.00 | 16,418 | 257.38 | 03-31-2024 |
| CYMABAY THERAPEUTICS INC | COM | Liquidated | $0 | 0 | 0.00 | 63,428 | +Inf | 03-31-2024 | |
| EATON VANCE MUN BD FD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 330 | 0.31 | 03-31-2024 |
