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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 151 | $1,775,208 | 11,899 | 0.00 | 0.04 | 3,185 | 36.55 | 09-30-2023 |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | 152 | $1,773,402 | 180,041 | 0.00 | 0.04 | -26,063 | -12.65 | 09-30-2023 |
| VERIZON COMMUNICATIONS INC | COM | 153 | $1,759,148 | 54,278 | 0.00 | 0.08 | -8,936 | -14.14 | 09-30-2023 |
| GENERAL ELECTRIC CO | COM NEW | 154 | $1,757,084 | 15,894 | 0.00 | 0.03 | -171 | -1.06 | 09-30-2023 |
