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 |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | 351 | $709,434 | 1,547 | 0.00 | 0.02 | -538 | -25.80 | 09-30-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 352 | $706,455 | 4,986 | 0.00 | 0.03 | -1,181 | -19.15 | 09-30-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 353 | $706,297 | 9,396 | 0.00 | 0.00 | 7,874 | 517.35 | 09-30-2023 |
| HCA HEALTHCARE INC | COM | 354 | $705,963 | 2,870 | 0.00 | 0.02 | 460 | 19.09 | 09-30-2023 |
