Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 02-08-2024 | 12-31-2023 | 1317 | 8,367,478,599 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 1001 | $496,642 | 6,124 | 0.00 | 0.00 | 666 | 12.20 | 12-31-2023 |
| ARK ETF TR | INNOVATION ETF | 1002 | $496,213 | 9,475 | 0.00 | 0.00 | 3,003 | 46.40 | 12-31-2023 |
| LSB INDS INC | COM | 1003 | $495,413 | 53,213 | 0.00 | 0.00 | -39,303 | -42.48 | 12-31-2023 |
| UNUM GROUP | COM | 1004 | $495,246 | 10,952 | 0.00 | 0.00 | 207 | 1.93 | 12-31-2023 |
