Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 4002 | 218,554,213,300 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR MULTI CAP GROWTH AL | COM SHS | 4351 | $310,649 | 3,102 | 0.00 | 0.00 | -364 | -10.50 | 09-30-2023 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | 4352 | $310,029 | 6,213 | 0.00 | 6,213 | +Inf | 09-30-2023 | |
| CUSTOMERS BANCORP INC | COM | 4353 | $310,016 | 8,999 | 0.00 | 0.00 | -1,059 | -10.53 | 09-30-2023 |
| WABASH NATL CORP | COM | 4354 | $309,558 | 14,657 | 0.00 | 0.00 | -21,478 | -59.44 | 09-30-2023 |
