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 | CORE S&P500 ETF | 1 | $264,492,982 | 503,096 | 0.00 | 0.00 | -27,606 | -5.20 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 2 | $234,167,425 | 259,161 | 0.00 | 0.00 | -3,694 | -1.41 | 03-31-2024 |
| APPLE INC | COM | 3 | $233,226,078 | 1,360,078 | 0.00 | 0.00 | -25,666 | -1.85 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $209,623,250 | 498,248 | 0.00 | 0.00 | 59,284 | 13.51 | 03-31-2024 |
