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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERCOMMERCE INC | COM | 3101 | $4,985 | 497 | 0.00 | 0.00 | 181 | 57.28 | 09-30-2023 |
| AST SPACEMOBILE INC | COM CL A | 3102 | $4,973 | 1,310 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| U HAUL HOLDING COMPANY | COM | 3103 | $4,966 | 91 | 0.00 | 0.00 | -80 | -46.78 | 09-30-2023 |
| GLADSTONE INVT CORP | COM | 3104 | $4,956 | 389 | 0.00 | 0.00 | -2,063 | -84.14 | 09-30-2023 |
