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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHWESTERN ENERGY CO | COM | 1301 | $85,585 | 13,269 | 0.00 | 0.00 | 7,954 | 149.65 | 09-30-2023 |
| EA SERIES TRUST | STRIVE US ENERGY | 1302 | $85,565 | 2,845 | 0.00 | 0.00 | 902 | 46.42 | 09-30-2023 |
| CHAMPIONX CORPORATION | COM | 1303 | $85,417 | 2,398 | 0.00 | 0.00 | 270 | 12.69 | 09-30-2023 |
| PIMCO GLOBAL STOCKSPLS INCM | COM | 1304 | $85,015 | 12,842 | 0.00 | 0.00 | 1,404 | 12.27 | 09-30-2023 |
