Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNATUREFD LLC | 11-03-2023 | 09-30-2023 | 3205 | 3,839,519,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BP PLC | SPONSORED ADR | 201 | $1,380,375 | 35,650 | 0.00 | 0.04 | -5,132 | -12.58 | 09-30-2023 |
| THE CIGNA GROUP | COM | 202 | $1,379,460 | 4,822 | 0.00 | 0.04 | 808 | 20.13 | 09-30-2023 |
| FISERV INC | COM | 203 | $1,366,590 | 12,098 | 0.00 | 0.04 | 440 | 3.77 | 09-30-2023 |
| STELLANTIS N.V | SHS | 204 | $1,365,270 | 71,368 | 0.00 | 0.02 | 17,067 | 31.43 | 09-30-2023 |
