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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | INTL EQTY FACTOR | 1151 | $381,922 | 12,799 | 0.00 | 0.00 | 302 | 2.42 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2029 MUNI | 1152 | $381,830 | 16,430 | 0.00 | 0.00 | 959 | 6.20 | 03-31-2024 |
| OLO INC | CL A | 1153 | $381,725 | 69,531 | 0.00 | 69,531 | +Inf | 03-31-2024 | |
| JABIL INC | COM | 1154 | $381,545 | 2,848 | 0.00 | 0.00 | -529 | -15.66 | 03-31-2024 |
