Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 05-03-2023 | 03-31-2023 | 315 | 2,850,438,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COINBASE GLOBAL INC | COM CL A | 151 | $535,000 | 7,915 | 0.02 | 0.01 | -71 | -0.89 | 03-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 152 | $523,000 | 15,365 | 0.02 | 0.02 | 368 | 2.45 | 03-31-2023 |
| CROWDSTRIKE HLDGS INC | CL A | 153 | $523,000 | 3,812 | 0.02 | 0.01 | 0 | 0.00 | 03-31-2023 |
| ISHARES TR | U.S. MED DVC ETF | 154 | $521,000 | 9,651 | 0.02 | 0.02 | -48 | -0.49 | 03-31-2023 |
