Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATRIA INVESTMENTS INC | 11-07-2023 | 09-30-2023 | 842 | 5,614,658,878 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 451 | $3,413,579 | 111,010 | 0.00 | 0.00 | -10,808 | -8.87 | 09-30-2023 |
| LULULEMON ATHLETICA INC | COM | 452 | $3,410,344 | 8,844 | 0.00 | 0.00 | 51 | 0.58 | 09-30-2023 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 453 | $3,400,100 | 310,511 | 0.00 | 0.00 | 21,015 | 7.26 | 09-30-2023 |
| REALTY INCOME CORP | COM | 454 | $3,399,920 | 68,080 | 0.00 | 0.00 | 7,462 | 12.31 | 09-30-2023 |
