Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORGAN STANLEY | 02-13-2024 | 12-31-2023 | 44939 | 1,134,780,996,254 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2029 MUNI | 5101 | $2,611,469 | 111,150 | 0.00 | 0.00 | 78,427 | 239.67 | 12-31-2023 |
| BLACKROCK MUNIASSETS FD INC | COM | 5102 | $2,603,227 | 245,819 | 0.00 | 0.00 | 6,298 | 2.63 | 12-31-2023 |
| ALPS ETF TR | DISRUPTIVE TECH | 5103 | $2,594,431 | 62,617 | 0.00 | 0.00 | 4,059 | 6.93 | 12-31-2023 |
| CUTERA INC | COM | 5104 | $2,591,012 | 735,038 | 0.00 | 0.00 | 330,209 | 81.57 | 12-31-2023 |
