Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TIEDEMANN ADVISORS LLC 11-14-2023 09-30-2023 272 2,332,164,340
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR MSCI EAFE ETF 1 $350,853,218 5,090,731 0.02 0.01 1,012,561 24.83 09-30-2023
ISHARES TR CORE S&P MCP ETF 2 $258,564,577 1,032,262 0.01 0.01 84,637 8.93 09-30-2023
SPDR SER TR PORTFOLIO S&P400 3 $251,766,845 5,749,413 0.01 0.01 -42,626 -0.74 09-30-2023
ISHARES TR CORE S&P TTL STK 4 $178,155,037 1,882,670 0.01 0.01 -41,318 -2.15 09-30-2023
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