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 |
|---|---|---|---|---|---|---|---|---|---|
| HENRY JACK & ASSOC INC | COM | 601 | $2,407,277 | 15,927 | 0.00 | 0.00 | 297 | 1.90 | 09-30-2023 |
| PINNACLE WEST CAP CORP | COM | 602 | $2,395,471 | 32,511 | 0.00 | 0.00 | -1,780 | -5.19 | 09-30-2023 |
| SPDR SER TR | PRTFLO S&P500 GW | 603 | $2,382,617 | 40,192 | 0.00 | 0.00 | 8,505 | 26.84 | 09-30-2023 |
| PIMCO ETF TR | ACTIVE BD ETF | 604 | $2,376,304 | 27,034 | 0.00 | 0.00 | 1,119 | 4.32 | 09-30-2023 |
