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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO LN TSR | 1201 | $1,085,378 | 41,505 | 0.00 | 41,505 | +Inf | 09-30-2023 | |
| BRIGHT HORIZONS FAM SOL IN D | COM | 1202 | $1,085,373 | 13,324 | 0.00 | 0.00 | 1,051 | 8.56 | 09-30-2023 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 1203 | $1,082,292 | 11,139 | 0.00 | 0.00 | -1,495 | -11.83 | 09-30-2023 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 1204 | $1,082,076 | 27,582 | 0.00 | 27,582 | +Inf | 09-30-2023 |
