Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 05-03-2023 | 03-31-2023 | 315 | 2,850,438,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | NYSE TECH ETF | 201 | $263,000 | 2,167 | 0.01 | 2,167 | +Inf | 03-31-2023 | |
| TRUIST FINL CORP | COM | 202 | $252,000 | 7,398 | 0.01 | 0.01 | 13 | 0.18 | 03-31-2023 |
| ARK ETF TR | INNOVATION ETF | 203 | $251,000 | 6,229 | 0.01 | 6,229 | +Inf | 03-31-2023 | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 204 | $250,000 | 11,865 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2023 |
