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 | USD GRN BOND ETF | 1501 | $218,742 | 4,665 | 0.00 | 0.00 | -538 | -10.34 | 03-31-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 1502 | $218,319 | 2,895 | 0.00 | 0.00 | -2,522 | -46.56 | 03-31-2024 |
| ISHARES TR | MRGSTR SM CP ETF | 1503 | $216,977 | 3,860 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENOVIS CORPORATION | COM | 1504 | $216,389 | 3,465 | 0.00 | 3,465 | +Inf | 03-31-2024 |
