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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $186,625,276 | 443,736 | 0.00 | 0.00 | 30,065 | 7.27 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $183,809,107 | 349,626 | 0.00 | 0.00 | -27,947 | -7.40 | 03-31-2024 |
| UNIFIED SER TR | ONEASCENT CORE P | 3 | $127,083,762 | 5,599,635 | 0.00 | 0.00 | 1,016,839 | 22.19 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $111,279,089 | 616,798 | 0.00 | 0.00 | 45,010 | 7.87 | 03-31-2024 |
