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 |
|---|---|---|---|---|---|---|---|---|---|
| UNIFIED SER TR | ONEASCENT EMGRG | 51 | $23,521,485 | 877,867 | 0.00 | 0.00 | 24,526 | 2.87 | 09-30-2023 |
| ISHARES TR | 20 YR TR BD ETF | 52 | $23,512,071 | 265,103 | 0.00 | 0.00 | 16,361 | 6.58 | 09-30-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 53 | $23,423,979 | 597,398 | 0.00 | 0.00 | 40,652 | 7.30 | 09-30-2023 |
| ISHARES TR | TRS FLT RT BD | 54 | $21,903,155 | 431,674 | 0.00 | 0.00 | 251,988 | 140.24 | 09-30-2023 |
