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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 651 | $2,211,372 | 132,338 | 0.00 | 0.00 | 8,707 | 7.04 | 09-30-2023 |
| BLOCK INC | CL A | 652 | $2,210,193 | 49,936 | 0.00 | 0.00 | 16,534 | 49.50 | 09-30-2023 |
| ISHARES TR | IBONDS DEC25 ETF | 653 | $2,204,621 | 90,464 | 0.00 | 0.00 | 32,447 | 55.93 | 09-30-2023 |
| RB GLOBAL INC | COM | 654 | $2,194,153 | 35,106 | 0.00 | 0.00 | -591 | -1.66 | 09-30-2023 |
