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 |
|---|---|---|---|---|---|---|---|---|---|
| TORONTO DOMINION BK ONT | COM NEW | 251 | $1,071,905 | 17,788 | 0.00 | 0.03 | 1,336 | 8.12 | 09-30-2023 |
| SUN LIFE FINANCIAL INC. | COM | 252 | $1,071,209 | 21,951 | 0.00 | 0.02 | 5,007 | 29.55 | 09-30-2023 |
| MARRIOTT INTL INC NEW | CL A | 253 | $1,070,502 | 5,446 | 0.00 | 0.02 | 463 | 9.29 | 09-30-2023 |
| PRUDENTIAL FINL INC | COM | 254 | $1,067,250 | 11,247 | 0.00 | 0.04 | -1,600 | -12.45 | 09-30-2023 |
