Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATRIA INVESTMENTS INC | 05-08-2024 | 03-31-2024 | 963 | 7,265,515,848 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PGIM ETF TR | AAA CLO ETF | 551 | $3,348,423 | 65,694 | 0.00 | 65,694 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 552 | $3,347,444 | 72,771 | 0.00 | 0.00 | -3,027 | -3.99 | 03-31-2024 |
| DEXCOM INC | COM | 553 | $3,333,110 | 24,031 | 0.00 | 0.00 | -763 | -3.08 | 03-31-2024 |
| WATSCO INC | COM | 554 | $3,322,103 | 7,691 | 0.00 | 0.00 | -336 | -4.19 | 03-31-2024 |
