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 |
|---|---|---|---|---|---|---|---|---|---|
| LAMB WESTON HLDGS INC | COM | 701 | $21,151 | 184 | 0.00 | 0.00 | 84 | 84.00 | 06-30-2023 |
| EPR PPTYS | COM SH BEN INT | 702 | $21,060 | 450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SANOFI | SPONSORED ADR | 703 | $20,698 | 384 | 0.00 | 0.00 | 260 | 209.68 | 06-30-2023 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 704 | $20,492 | 628 | 0.00 | 0.00 | -3,190 | -83.55 | 06-30-2023 |
