Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELL INVESTMENT ADVISORS INC | 05-08-2024 | 03-31-2024 | 1910 | 511,656,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 101 | $212,888 | 3,673 | 0.00 | 0.00 | -20 | -0.54 | 03-31-2024 |
| ABBOTT LABS | COM | 102 | $200,724 | 1,766 | 0.00 | 0.00 | 35 | 2.02 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 103 | $185,582 | 2,313 | 0.00 | 0.00 | 3 | 0.13 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 104 | $182,997 | 4,381 | 0.00 | 0.00 | -27 | -0.61 | 03-31-2024 |
