Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FINANCIAL ENGINES ADVISORS LLC | 02-12-2024 | 12-31-2023 | 318 | 42,396,574,002 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
QUANTA SERVICES INC | Common Stock | 501 | $272,021 | 1,260 | 0.00 | 1,260 | +Inf | 12-31-2023 | |
NEXTERA ENERGY INC | Common Stock | 502 | $269,407 | 4,435 | 0.00 | 0.00 | 134 | 3.12 | 12-31-2023 |
AT&T INC | Common Stock | 503 | $265,339 | 15,812 | 0.00 | 0.00 | -34,139 | -68.34 | 12-31-2023 |
STERIS PLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |