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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBOXX INV CP ETF | 101 | $1,712,000 | 15,617 | 0.06 | 0.05 | 2,561 | 19.62 | 03-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 102 | $1,600,000 | 29,312 | 0.06 | 0.03 | 12,366 | 72.97 | 03-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 103 | $1,592,000 | 4,959 | 0.06 | 0.05 | 100 | 2.06 | 03-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 104 | $1,571,000 | 4,077 | 0.06 | 0.05 | -66 | -1.59 | 03-31-2023 |
