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 |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL | COM | 701 | $1,981,117 | 119,488 | 0.00 | 0.00 | -5,090 | -4.09 | 09-30-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 702 | $1,971,855 | 104,968 | 0.00 | 104,968 | +Inf | 09-30-2023 | |
| ISHARES GOLD TR | SHARES REPRESENT | 703 | $1,971,230 | 106,841 | 0.00 | 0.00 | 20,317 | 23.48 | 09-30-2023 |
| RELX PLC | SPONSORED ADR | 704 | $1,969,433 | 58,440 | 0.00 | 0.00 | 5,635 | 10.67 | 09-30-2023 |
