Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ENGINES ADVISORS LLC | 02-12-2024 | 12-31-2023 | 318 | 42,396,574,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN REALTY INCOME ETF | ETP | 451 | $331,426 | 7,363 | 0.00 | 0.00 | -9,416 | -56.12 | 12-31-2023 |
| ISHARES NEW YORK MUNI BOND E | ETP | 452 | $316,836 | 5,857 | 0.00 | 5,857 | +Inf | 12-31-2023 | |
| ISHARES RUSSELL 3000 ETF | ETP | 453 | $314,485 | 1,148 | 0.00 | 0.00 | 308 | 36.67 | 12-31-2023 |
| HONEYWELL INTERNATIONAL INC | Common Stock | 454 | $313,306 | 1,494 | 0.00 | 1,494 | +Inf | 12-31-2023 |
