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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG ADV TTL USD | 151 | $9,850,481 | 241,137 | 0.00 | 0.00 | 39,173 | 19.40 | 09-30-2023 |
| SPDR SER TR | BLOOMBERG SHT TE | 152 | $9,822,482 | 401,573 | 0.00 | 0.00 | 16,733 | 4.35 | 09-30-2023 |
| BLACKROCK INC | COM | 153 | $9,775,826 | 15,121 | 0.00 | 0.00 | -474 | -3.04 | 09-30-2023 |
| LINDE PLC | SHS | 154 | $9,731,364 | 26,134 | 0.00 | 0.00 | 1,597 | 6.51 | 09-30-2023 |
