Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARWATER CAPITAL ADVISORS LLC | 10-24-2023 | 09-30-2023 | 142 | 816,148,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| IMMUNITYBIO INC | COM | 101 | $666,873 | 394,599 | 0.00 | 0.00 | 77,448 | 24.42 | 09-30-2023 |
| WISDOMTREE TR | US HIGH DIVIDEND | 102 | $652,660 | 8,361 | 0.00 | 0.00 | -443 | -5.03 | 09-30-2023 |
| ELI LILLY & CO | COM | 103 | $637,574 | 1,187 | 0.00 | 0.00 | -50 | -4.04 | 09-30-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 104 | $635,891 | 16,756 | 0.00 | 0.00 | -73 | -0.43 | 09-30-2023 |
