Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATRIA INVESTMENTS INC | 11-07-2023 | 09-30-2023 | 842 | 5,614,658,878 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 101 | $13,133,241 | 423,516 | 0.00 | 0.00 | 39,232 | 10.21 | 09-30-2023 |
| INTUIT | COM | 102 | $13,117,184 | 25,672 | 0.00 | 0.00 | 155 | 0.61 | 09-30-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 103 | $12,997,489 | 402,898 | 0.00 | 0.00 | 5,107 | 1.28 | 09-30-2023 |
| ABBOTT LABS | COM | 104 | $12,654,201 | 130,657 | 0.00 | 0.00 | -3,671 | -2.73 | 09-30-2023 |
