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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 651 | $2,133,586 | 100,879 | 0.00 | 0.00 | 39,628 | 64.70 | 03-31-2024 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 652 | $2,131,233 | 153,658 | 0.00 | 0.00 | -41,305 | -21.19 | 03-31-2024 |
| ALPS ETF TR | ALERIAN MLP | 653 | $2,129,922 | 44,878 | 0.00 | 0.00 | 1,175 | 2.69 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 654 | $2,128,184 | 38,674 | 0.00 | 0.00 | -108 | -0.28 | 03-31-2024 |
