Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATRIA INVESTMENTS INC | 11-07-2023 | 09-30-2023 | 842 | 5,614,658,878 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 201 | $7,817,677 | 39,949 | 0.00 | 39,949 | +Inf | 09-30-2023 | |
| WELLS FARGO CO NEW | COM | 202 | $7,808,253 | 191,106 | 0.00 | 0.00 | 22,294 | 13.21 | 09-30-2023 |
| VERTEX PHARMACEUTICALS INC | COM | 203 | $7,786,441 | 22,391 | 0.00 | 0.00 | -14 | -0.06 | 09-30-2023 |
| ISHARES TR | 3 7 YR TREAS BD | 204 | $7,751,362 | 68,499 | 0.00 | 0.00 | -1,607 | -2.29 | 09-30-2023 |
