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 |
|---|---|---|---|---|---|---|---|---|---|
| LEGG MASON ETF INVT | CLEARBRIDGE DI | 1101 | $385,392 | 8,685 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOUTHERN COPPER CORP | COM | 1102 | $385,250 | 4,476 | 0.00 | 0.00 | -203 | -4.34 | 12-31-2023 |
| WISDOMTREE TR | US TOTAL DIVIDND | 1103 | $383,115 | 5,860 | 0.00 | 0.00 | -273 | -4.45 | 12-31-2023 |
| CULLEN FROST BANKERS INC | COM | 1104 | $381,601 | 3,517 | 0.00 | 0.00 | -54 | -1.51 | 12-31-2023 |
