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 |
|---|---|---|---|---|---|---|---|---|---|
| ASTRAZENECA PLC | SPONSORED ADR | 701 | $1,120,941 | 16,545 | 0.00 | 0.00 | 2,790 | 20.28 | 03-31-2024 |
| ZIMMER BIOMET HOLDINGS INC | COM | 702 | $1,116,643 | 8,461 | 0.00 | 0.00 | -1,306 | -13.37 | 03-31-2024 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 703 | $1,116,262 | 39,305 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PUBMATIC INC | COM CL A | 704 | $1,109,716 | 46,784 | 0.00 | 0.00 | -7 | -0.01 | 03-31-2024 |
