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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG US STK ETF | 1501 | $267,921 | 2,875 | 0.00 | 0.00 | 18 | 0.63 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MOMENTUM FACTR | 1502 | $267,920 | 4,439 | 0.00 | 4,439 | +Inf | 03-31-2024 | |
| POPULAR INC | COM NEW | 1503 | $267,758 | 3,040 | 0.00 | 0.00 | 208 | 7.34 | 03-31-2024 |
| CONMED CORP | COM | 1504 | $266,832 | 3,332 | 0.00 | 0.00 | -763 | -18.63 | 03-31-2024 |
