Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WBI INVESTMENTS LLC | 05-03-2024 | 03-31-2024 | 262 | 480,833,444 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 3000 ETF | 51 | $4,301,023 | 14,333 | 0.00 | 0.00 | 1,509 | 11.77 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 52 | $4,300,284 | 16,546 | 0.00 | 0.00 | 1,754 | 11.86 | 03-31-2024 |
| MARRIOTT INTL INC NEW | CL A | 53 | $4,204,997 | 16,666 | 0.00 | 16,666 | +Inf | 03-31-2024 | |
| VERIZON COMMUNICATIONS INC | COM | 54 | $4,172,250 | 99,434 | 0.00 | 0.00 | 11,169 | 12.65 | 03-31-2024 |
