Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 02-08-2024 | 12-31-2023 | 1317 | 8,367,478,599 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 51 | $32,480,866 | 416,315 | 0.00 | 0.00 | -41,135 | -8.99 | 12-31-2023 |
| ABBOTT LABS | COM | 52 | $32,440,907 | 294,729 | 0.00 | 0.00 | 28,443 | 10.68 | 12-31-2023 |
| MERCK & CO INC | COM | 53 | $31,586,091 | 289,729 | 0.00 | 0.00 | 10,061 | 3.60 | 12-31-2023 |
| ISHARES TR | RUS 1000 ETF | 54 | $30,400,813 | 115,910 | 0.00 | 0.00 | -6,783 | -5.53 | 12-31-2023 |
