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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERPUBLIC GROUP COS INC | COM | 751 | $17,593 | 456 | 0.00 | 456 | +Inf | 06-30-2023 | |
| PUBLIC STORAGE | COM | 752 | $17,510 | 60 | 0.00 | 0.00 | 25 | 71.43 | 06-30-2023 |
| GRAINGER W W INC | COM | 753 | $17,349 | 22 | 0.00 | 0.00 | 4 | 22.22 | 06-30-2023 |
| HOULIHAN LOKEY INC | CL A | 754 | $17,310 | 176 | 0.00 | 0.00 | 1 | 0.57 | 06-30-2023 |
