Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET PORTFOLIO SOLUTIONS INC | 05-03-2024 | 03-31-2024 | 1596 | 26,607,312,594 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PULTE GROUP INC | COM | 651 | $1,987,751 | 16,479 | 0.00 | 0.00 | 1,357 | 8.97 | 03-31-2024 |
| FIRST TR NASDAQ 100 TECH IND | SHS | 652 | $1,987,657 | 10,424 | 0.00 | 0.00 | -975 | -8.55 | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | US CORE BOND ETF | 653 | $1,984,370 | 92,988 | 0.00 | 0.00 | 16,506 | 21.58 | 03-31-2024 |
| DOW INC | COM | 654 | $1,975,914 | 34,109 | 0.00 | 0.00 | 6,504 | 23.56 | 03-31-2024 |
