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 |
|---|---|---|---|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 2451 | $2,595,639 | 122,090 | 0.00 | 0.00 | -36,444 | -22.99 | 09-30-2023 |
| ISHARES TR | U.S. INSRNCE ETF | 2452 | $2,594,935 | 28,314 | 0.00 | 0.00 | -7,074 | -19.99 | 09-30-2023 |
| LENNAR CORP | CL B | 2453 | $2,594,834 | 25,382 | 0.00 | 0.00 | -62,515 | -71.12 | 09-30-2023 |
| COASTAL FINL CORP WA | COM NEW | 2454 | $2,593,309 | 60,436 | 0.00 | 0.00 | 22,309 | 58.51 | 09-30-2023 |
