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 |
|---|---|---|---|---|---|---|---|---|---|
| PERMIAN BASIN RTY TR | UNIT BEN INT | 551 | $1,818,070 | 150,752 | 0.00 | 0.00 | 3,506 | 2.38 | 03-31-2024 |
| REALTY INCOME CORP | COM | 552 | $1,816,048 | 33,568 | 0.00 | 0.00 | 5,848 | 21.10 | 03-31-2024 |
| CLOUDFLARE INC | CL A COM | 553 | $1,804,690 | 18,638 | 0.00 | 0.00 | 1,678 | 9.89 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | BUYWRIT INCM ETF | 554 | $1,795,241 | 79,895 | 0.00 | 0.00 | -5,018 | -5.91 | 03-31-2024 |
