Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISOR OS LLC | 04-22-2023 | 03-31-2023 | 1231 | 416,594,950 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN ASSET EMERGING MKTS | COM | 251 | $325,552 | 37,899 | 0.00 | 0.10 | -1,740 | -4.39 | 03-31-2023 |
| STARBUCKS CORP | COM | 252 | $315,929 | 3,034 | 0.00 | 0.32 | -10,295 | -77.24 | 03-31-2023 |
| VANGUARD WORLD FDS | MATERIALS ETF | 253 | $315,719 | 1,776 | 0.00 | 0.09 | -534 | -23.12 | 03-31-2023 |
| EVERGY INC | COM | 254 | $312,621 | 5,115 | 0.00 | 5,115 | +Inf | 03-31-2023 |
