Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXELON CORP | COM | 651 | $26,522 | 651 | 0.00 | 0.00 | 426 | 189.33 | 06-30-2023 |
| CITIGROUP INC | COM NEW | 652 | $26,442 | 574 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| TOTALENERGIES SE | SPONSORED ADS | 653 | $26,342 | 457 | 0.00 | 0.00 | 382 | 509.33 | 06-30-2023 |
| CONSTELLATION ENERGY CORP | COM | 654 | $25,909 | 283 | 0.00 | 0.00 | 142 | 100.71 | 06-30-2023 |
