Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 05-14-2024 | 03-31-2024 | 1355 | 8,992,866,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | S&P 500 COVERED | 1051 | $467,943 | 11,472 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEW JERSEY RES CORP | COM | 1052 | $466,303 | 10,867 | 0.00 | 0.00 | -334 | -2.98 | 03-31-2024 |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 1053 | $464,426 | 9,204 | 0.00 | 0.00 | -4,726 | -33.93 | 03-31-2024 |
| ISHARES TR | 3 7 YR TREAS BD | 1054 | $462,057 | 3,990 | 0.00 | 3,990 | +Inf | 03-31-2024 |
