Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 4002 | 218,554,213,300 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 101 | $418,919,840 | 8,457,901 | 0.00 | 0.00 | -546,648 | -6.07 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 102 | $416,275,608 | 1,188,340 | 0.00 | 0.00 | 63,360 | 5.63 | 09-30-2023 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 103 | $414,368,954 | 6,021,929 | 0.00 | 0.00 | 122,428 | 2.08 | 09-30-2023 |
| NOVO-NORDISK A S | ADR | 104 | $414,002,630 | 4,552,481 | 0.00 | 0.00 | 2,779,866 | 156.82 | 09-30-2023 |
