Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 02-08-2024 | 12-31-2023 | 1317 | 8,367,478,599 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQUT BUFR AUG | 551 | $1,671,568 | 46,463 | 0.00 | 0.00 | -23,940 | -34.00 | 12-31-2023 |
| XCEL ENERGY INC | COM | 552 | $1,668,625 | 26,952 | 0.00 | 0.00 | -1,553 | -5.45 | 12-31-2023 |
| ISHARES TR | IBONDS 24 TRM TS | 553 | $1,660,499 | 69,591 | 0.00 | 0.00 | 6,268 | 9.90 | 12-31-2023 |
| ALPS ETF TR | ALERIAN MLP | 554 | $1,655,287 | 38,930 | 0.00 | 0.00 | 262 | 0.68 | 12-31-2023 |
