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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 600 SMCP VAL | 1251 | $292,585 | 3,512 | 0.00 | 0.00 | 92 | 2.69 | 12-31-2023 |
| LYFT INC | CL A COM | 1252 | $291,856 | 19,470 | 0.00 | 19,470 | +Inf | 12-31-2023 | |
| ISHARES TR | IBONDS 27 TRM TS | 1253 | $291,013 | 12,997 | 0.00 | 0.00 | 3,523 | 37.19 | 12-31-2023 |
| KIMBELL RTY PARTNERS LP | UNIT | 1254 | $289,096 | 19,209 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
