Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EMERGENT BIOSOLUTIONS INC | COM | 1001 | $6,983 | 950 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| L3HARRIS TECHNOLOGIES INC | COM | 1002 | $6,852 | 35 | 0.00 | 0.00 | 13 | 59.09 | 06-30-2023 |
| SYNCHRONY FINANCIAL | COM | 1003 | $6,784 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| OPEN TEXT CORP | COM | 1004 | $6,773 | 163 | 0.00 | 163 | +Inf | 06-30-2023 |
