Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS LLC | 02-08-2024 | 12-31-2023 | 1649 | 8,608,101,496 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SANDY SPRING BANCORP INC | COM | 1551 | $356,783 | 13,363 | 0.00 | 0.00 | 1,033 | 8.38 | 12-31-2023 |
| VANECK ETF TRUST | GOLD MINERS ETF | 1552 | $356,661 | 12,009 | 0.00 | 12,009 | +Inf | 12-31-2023 | |
| NUSHARES ETF TR | NUVEEN ESG INTL | Liquidated | $0 | 0 | 0.00 | 0.00 | -3 | -0.02 | 12-31-2023 |
| FIRST MERCHANTS CORP | COM | 1554 | $353,191 | 9,789 | 0.00 | 0.00 | -537 | -5.20 | 12-31-2023 |
