Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 05-03-2023 | 03-31-2023 | 315 | 2,850,438,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 1 | $324,362,000 | 3,993,615 | 11.38 | 10.45 | 176,254 | 4.62 | 03-31-2023 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 2 | $263,979,000 | 6,433,807 | 9.26 | 7.52 | 1,212,039 | 23.21 | 03-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 3 | $245,381,000 | 5,445,646 | 8.61 | 8.19 | 260,999 | 5.03 | 03-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4 | $178,228,000 | 5,548,835 | 6.25 | 5.61 | 295,946 | 5.63 | 03-31-2023 |
