Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ELLEVEST INC | 02-06-2024 | 12-31-2023 | 388 | 1,467,164,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIEDMONT OFFICE REALTY TR IN | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,090 | -34.35 | 12-31-2023 |
