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 | HIGH YLD BD FCTR | Liquidated | $0 | 0 | 0.00 | 7,987 | +Inf | 03-31-2024 | |
| ARK ETF TR | GENOMIC REV ETF | 1702 | $368,708 | 12,820 | 0.00 | 0.00 | -10,520 | -45.07 | 03-31-2024 |
| TRANSOCEAN LTD | REG SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,950 | -3.26 | 03-31-2024 |
| VOYA INFRASTRUCTURE INDLS & | COM | 1704 | $367,674 | 34,950 | 0.00 | 0.00 | 1,250 | 3.71 | 03-31-2024 |
