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 |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE INC | COM | 151 | $17,513,743 | 34,708 | 0.00 | 0.00 | 4,125 | 13.49 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO AGRGTE | 152 | $17,504,447 | 692,423 | 0.00 | 0.00 | -250,512 | -26.57 | 03-31-2024 |
| BLACKROCK ETF TRUST | WORLD EX US CARB | 153 | $17,470,964 | 382,510 | 0.00 | 0.00 | -27,373 | -6.68 | 03-31-2024 |
| INTUIT | COM | 154 | $17,360,076 | 26,708 | 0.00 | 0.00 | 1,952 | 7.88 | 03-31-2024 |
