Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 02-08-2024 | 12-31-2023 | 1317 | 8,367,478,599 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 251 | $6,027,831 | 234,906 | 0.00 | 0.00 | -2,307 | -0.97 | 12-31-2023 |
| DUKE ENERGY CORP NEW | COM NEW | 252 | $5,970,350 | 61,525 | 0.00 | 0.00 | -2,257 | -3.54 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 253 | $5,961,189 | 179,281 | 0.00 | 0.00 | 23,150 | 14.83 | 12-31-2023 |
| LAUDER ESTEE COS INC | CL A | 254 | $5,910,231 | 40,411 | 0.00 | 0.00 | -4,451 | -9.92 | 12-31-2023 |
