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 |
|---|---|---|---|---|---|---|---|---|---|
| DONALDSON INC | COM | 951 | $45,488,110 | 609,107 | 0.00 | 0.00 | 226,337 | 59.13 | 03-31-2024 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 952 | $45,441,894 | 1,168,773 | 0.00 | 0.00 | -78,588 | -6.30 | 03-31-2024 |
| ROLLINS INC | COM | 953 | $45,296,480 | 978,960 | 0.00 | 0.00 | 635,107 | 184.70 | 03-31-2024 |
| WISDOMTREE TR | EM EX ST-OWNED | 954 | $45,284,675 | 1,537,158 | 0.00 | 0.00 | -58,642 | -3.67 | 03-31-2024 |
