Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATRIA INVESTMENTS INC | 11-07-2023 | 09-30-2023 | 842 | 5,614,658,878 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | INTRM GOV CR ETF | 1101 | $1,198,805 | 11,830 | 0.00 | 0.00 | -1,379 | -10.44 | 09-30-2023 |
| GOOSEHEAD INS INC | COM CL A | 1102 | $1,193,215 | 16,009 | 0.00 | 0.00 | 6 | 0.04 | 09-30-2023 |
| CARDINAL HEALTH INC | COM | 1103 | $1,190,957 | 13,717 | 0.00 | 0.00 | 238 | 1.77 | 09-30-2023 |
| WISDOMTREE TR | US HGH YLD CORP | 1104 | $1,187,207 | 27,488 | 0.00 | 0.00 | 4,438 | 19.25 | 09-30-2023 |
