Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLWORTH FINANCIAL LP | 07-18-2023 | 06-30-2023 | 3579 | 11,792,903,464 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CORCEPT THERAPEUTICS INC | COM | 1601 | $23,385 | 1,051 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 1602 | $23,379 | 487 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| WISDOMTREE TR | JAPN HEDGE EQT | 1603 | $23,310 | 280 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VANECK ETF TRUST | CEF MUNI INCOME | 1604 | $23,212 | 1,098 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
