Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIDO ADVISORS LLC | 11-14-2023 | 09-30-2023 | 1601 | 13,139,542,175 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO LN TSR | 451 | $1,582,712 | 60,524 | 0.00 | 0.00 | -12,442 | -17.05 | 09-30-2023 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 452 | $1,579,184 | 32,941 | 0.00 | 0.00 | 2,397 | 7.85 | 09-30-2023 |
| NOVARTIS AG | SPONSORED ADR | 453 | $1,570,176 | 15,602 | 0.00 | 0.00 | 3,823 | 32.46 | 09-30-2023 |
| FIRST TR VALUE LINE DIVID IN | SHS | 454 | $1,565,551 | 41,871 | 0.00 | 0.00 | 1,236 | 3.04 | 09-30-2023 |
