Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UBS GROUP AG | 05-10-2024 | 03-31-2024 | 18453 | 401,538,677,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MORNINGSTAR GRWT | 1301 | $23,950,936 | 317,315 | 0.00 | 0.00 | -31,980 | -9.16 | 03-31-2024 |
| THORNBURG INCM BUILDER OPP T | COM | 1302 | $23,893,034 | 1,477,615 | 0.00 | 0.00 | 185,126 | 14.32 | 03-31-2024 |
| NUVEEN PFD & INCOME OPPORTUN | COM | 1303 | $23,868,039 | 3,319,616 | 0.00 | 0.00 | -66,838 | -1.97 | 03-31-2024 |
| NUVEEN S&P 500 BUY-WRITE INC | COM | 1304 | $23,867,344 | 1,804,032 | 0.00 | 0.00 | 29,391 | 1.66 | 03-31-2024 |
