Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 4002 | 218,554,213,300 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | 201 | $217,106,017 | 766,076 | 0.00 | 0.00 | 299,649 | 64.24 | 09-30-2023 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 202 | $213,249,359 | 1,094,878 | 0.00 | 0.00 | -20,586 | -1.85 | 09-30-2023 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 203 | $210,692,603 | 9,085,494 | 0.00 | 0.00 | 1,709,028 | 23.17 | 09-30-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 204 | $210,366,231 | 982,194 | 0.00 | 0.00 | -70,747 | -6.72 | 09-30-2023 |
