Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLWORTH FINANCIAL LP | 07-18-2023 | 06-30-2023 | 3579 | 11,792,903,464 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| U HAUL HOLDING COMPANY | COM | 2951 | $2,103 | 38 | 0.00 | 0.00 | -2 | -5.00 | 06-30-2023 |
| TEKLA WORLD HEALTHCARE FD | BEN INT SHS | 2952 | $2,103 | 150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SONIC AUTOMOTIVE INC | CL A | 2953 | $2,098 | 44 | 0.00 | 0.00 | 21 | 91.30 | 06-30-2023 |
| VERADIGM INC | COM | 2954 | $2,092 | 166 | 0.00 | 166 | +Inf | 06-30-2023 |
