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
HEWLETT PACKARD ENTERPRISE C COM 401 $3,345,261 188,678 0.00 0.00 50,325 36.37 03-31-2024
VANECK ETF TRUST GOLD MINERS ETF 402 $3,343,241 105,732 0.00 0.00 -37,344 -26.10 03-31-2024
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 403 $3,332,373 10,936 0.00 0.00 916 9.14 03-31-2024
J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR 404 $3,325,628 55,987 0.00 0.00 9,850 21.35 03-31-2024
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