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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 151 | $853,240 | 4,898 | 0.00 | 0.00 | 2,993 | 157.11 | 06-30-2023 |
| ISHARES TR | MSCI USA MIN VOL | 152 | $820,573 | 11,040 | 0.00 | 0.00 | -7 | -0.06 | 06-30-2023 |
| EATON CORP PLC | SHS | 153 | $809,456 | 4,025 | 0.00 | 0.00 | 70 | 1.77 | 06-30-2023 |
| WALMART INC | COM | 154 | $807,408 | 5,137 | 0.00 | 0.00 | -15,953 | -75.64 | 06-30-2023 |
