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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 1351 | $265,920 | 6,312 | 0.00 | 6,312 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | US LARGECAP DIVD | 1352 | $265,757 | 3,681 | 0.00 | 0.00 | 3 | 0.08 | 03-31-2024 |
| FIRST HORIZON CORPORATION | COM | 1353 | $265,668 | 17,251 | 0.00 | 0.00 | 994 | 6.11 | 03-31-2024 |
| PACKAGING CORP AMER | COM | 1354 | $265,470 | 1,399 | 0.00 | 0.00 | -43 | -2.98 | 03-31-2024 |
