Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET PORTFOLIO SOLUTIONS INC | 05-03-2024 | 03-31-2024 | 1596 | 26,607,312,594 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | FINANCIALS ETF | 251 | $9,108,360 | 88,958 | 0.00 | 0.00 | 39,118 | 78.49 | 03-31-2024 |
| CADENCE DESIGN SYSTEM INC | COM | 252 | $9,074,901 | 29,154 | 0.00 | 0.00 | 5,304 | 22.24 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG EMERGI | 253 | $9,011,301 | 439,576 | 0.00 | 0.00 | 163,178 | 59.04 | 03-31-2024 |
| PIMCO ETF TR | ACTIVE BD ETF | 254 | $9,010,110 | 98,085 | 0.00 | 0.00 | 14,232 | 16.97 | 03-31-2024 |
