Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DYNAMIC ADVISOR SOLUTIONS LLC | 04-12-2024 | 03-31-2024 | 937 | 2,962,139,198 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | EMERGING MKT EXC | 801 | $420,708 | 13,710 | 0.00 | 0.00 | 905 | 7.07 | 03-31-2024 |
| KENNEDY-WILSON HOLDINGS INC | COM | 802 | $419,828 | 48,931 | 0.00 | 0.00 | 5 | 0.01 | 03-31-2024 |
| CBRE GBL REAL ESTATE INC FD | COM | 803 | $416,218 | 77,364 | 0.00 | 0.00 | -100 | -0.13 | 03-31-2024 |
| EA SERIES TRUST | FREEDOM 100 EM | 804 | $416,206 | 12,339 | 0.00 | 0.00 | -6,707 | -35.21 | 03-31-2024 |
