Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET PORTFOLIO SOLUTIONS INC | 05-03-2024 | 03-31-2024 | 1596 | 26,607,312,594 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEWMARKET CORP | COM | 1201 | $459,342 | 724 | 0.00 | 0.00 | 139 | 23.76 | 03-31-2024 |
| WISDOMTREE TR | YIELD ENHANCD US | 1202 | $454,788 | 10,479 | 0.00 | 0.00 | 2,521 | 31.68 | 03-31-2024 |
| EVERCORE INC | CLASS A | 1203 | $454,025 | 2,357 | 0.00 | 0.00 | 578 | 32.49 | 03-31-2024 |
| TRANSMEDICS GROUP INC | COM | 1204 | $452,143 | 6,115 | 0.00 | 0.00 | -146 | -2.33 | 03-31-2024 |
