Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 4002 | 218,554,213,300 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FACTSET RESH SYS INC | COM | 751 | $34,888,467 | 79,789 | 0.00 | 0.00 | 23,576 | 41.94 | 09-30-2023 |
| ISHARES TR | MSCI ACWI ETF | 752 | $34,641,020 | 375,025 | 0.00 | 0.00 | -39,123 | -9.45 | 09-30-2023 |
| AMERICAN CENTY ETF TR | DIVERSIFID CRP | 753 | $34,497,265 | 775,362 | 0.00 | 0.00 | 34,595 | 4.67 | 09-30-2023 |
| WP CAREY INC | COM | 754 | $34,313,546 | 634,496 | 0.00 | 0.00 | 82,614 | 14.97 | 09-30-2023 |
