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 |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | 701 | $2,423,050 | 41,822 | 0.00 | 0.00 | -23,232 | -35.71 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 702 | $2,422,910 | 53,516 | 0.00 | 53,516 | +Inf | 03-31-2024 | |
| TERADYNE INC | COM | 703 | $2,422,688 | 21,472 | 0.00 | 0.00 | 2,723 | 14.52 | 03-31-2024 |
| WISDOMTREE TR | EMG MKTS SMCAP | 704 | $2,411,222 | 47,409 | 0.00 | 0.00 | 23,764 | 100.50 | 03-31-2024 |
