Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP | COM | 1201 | $2,900 | 21 | 0.00 | 21 | +Inf | 06-30-2023 | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 1202 | $2,873 | 26 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 1203 | $2,866 | 76 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| YUM CHINA HLDGS INC | COM | 1204 | $2,825 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
