Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ENVESTNET PORTFOLIO SOLUTIONS INC 05-03-2024 03-31-2024 1596 26,607,312,594
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PORTFOLIO INTRMD 451 $3,909,246 119,585 0.00 0.00 -71,645 -37.47 03-31-2024
SIMON PPTY GROUP INC NEW COM 452 $3,901,642 24,932 0.00 0.00 431 1.76 03-31-2024
CARDINAL HEALTH INC COM 453 $3,873,207 34,613 0.00 0.00 4,177 13.72 03-31-2024
MERCADOLIBRE INC COM 454 $3,831,307 2,534 0.00 0.00 -314 -11.03 03-31-2024
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