Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1167 | 3,201,243,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MIN VOL USA ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -155,697 | -100.00 | 03-31-2020 |
| DISNEY WALT CO | COM DISNEY | Liquidated | $0 | 0 | 0.00 | 0.00 | -14,372 | -100.00 | 06-30-2019 |
| SPDR SER TR | MSCI USA STRTGIC | Liquidated | $0 | 0 | 0.00 | 0.00 | -70,130 | -100.00 | 06-30-2019 |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -21,778 | -13.69 | 03-31-2024 |
