Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNICIPAL INCOME | COM | 201 | $432,295 | 37,788 | 0.00 | 0.00 | -729 | -1.89 | 06-30-2023 |
| CINCINNATI FINL CORP | COM | 202 | $428,208 | 4,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CHINA FD INC | COM | 203 | $423,422 | 38,249 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ADVANCED MICRO DEVICES INC | COM | 204 | $421,809 | 3,703 | 0.00 | 0.00 | -135 | -3.52 | 06-30-2023 |
