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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA CAP INDEX | 351 | $3,960,598 | 23,396 | 0.00 | 0.00 | 710 | 3.13 | 12-31-2023 |
| ELEVANCE HEALTH INC | COM | 352 | $3,919,279 | 8,311 | 0.00 | 0.00 | -496 | -5.63 | 12-31-2023 |
| VANGUARD WORLD FD | ESG US STK ETF | 353 | $3,905,229 | 45,911 | 0.00 | 0.00 | -2,322 | -4.81 | 12-31-2023 |
| ARES CAPITAL CORP | COM | 354 | $3,890,955 | 194,257 | 0.00 | 0.00 | 36,039 | 22.78 | 12-31-2023 |
