Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNATUREFD LLC | 11-03-2023 | 09-30-2023 | 3205 | 3,839,519,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | ENERGY ETF | 1101 | $117,436 | 927 | 0.00 | 0.00 | -331 | -26.31 | 09-30-2023 |
| IAC INC | COM NEW | 1102 | $117,207 | 2,326 | 0.00 | 0.00 | 310 | 15.38 | 09-30-2023 |
| INSULET CORP | COM | 1103 | $116,747 | 732 | 0.00 | 0.00 | 317 | 76.39 | 09-30-2023 |
| ZSCALER INC | COM | 1104 | $116,693 | 750 | 0.00 | 0.01 | -951 | -55.91 | 09-30-2023 |
