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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | FLOATNG RAT TREA | 551 | $2,680,550 | 53,270 | 0.00 | 0.00 | 13,014 | 32.33 | 09-30-2023 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 552 | $2,663,076 | 123,864 | 0.00 | 0.00 | -4,409 | -3.44 | 09-30-2023 |
| GENERAL ELECTRIC CO | COM NEW | 553 | $2,662,247 | 24,282 | 0.00 | 0.00 | 1,732 | 7.68 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 554 | $2,657,385 | 5 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
