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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL ONE FINL CORP | COM | 501 | $3,067,883 | 31,611 | 0.00 | 0.00 | 867 | 2.82 | 09-30-2023 |
| SELECT SECTOR SPDR TR | FINANCIAL | 502 | $3,057,909 | 92,188 | 0.00 | 0.00 | 11,250 | 13.90 | 09-30-2023 |
| ISHARES TR | MSCI INTL QUALTY | 503 | $3,055,516 | 90,910 | 0.00 | 0.00 | 10,098 | 12.50 | 09-30-2023 |
| KROGER CO | COM | 504 | $3,053,159 | 68,253 | 0.00 | 0.00 | -6,915 | -9.20 | 09-30-2023 |
