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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN CR STRATEGIES INCOME | COM SHS | 1301 | $294,718 | 52,912 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS DEC 2033 | 1302 | $293,587 | 11,522 | 0.00 | 11,522 | +Inf | 03-31-2024 | |
| SPDR SER TR | BLOOMBERG EMERGI | 1303 | $292,084 | 14,248 | 0.00 | 0.00 | 896 | 6.71 | 03-31-2024 |
| ISHARES TR | IBONDS 27 TRM TS | 1304 | $291,730 | 13,165 | 0.00 | 0.00 | 168 | 1.29 | 03-31-2024 |
