Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET PORTFOLIO SOLUTIONS INC | 05-03-2024 | 03-31-2024 | 1596 | 26,607,312,594 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 801 | $1,232,213 | 20,668 | 0.00 | 0.00 | 1,893 | 10.08 | 03-31-2024 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 802 | $1,229,561 | 21,214 | 0.00 | 0.00 | 8,654 | 68.90 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 803 | $1,224,640 | 17,443 | 0.00 | 0.00 | 5,707 | 48.63 | 03-31-2024 |
| GENERAL MLS INC | COM | 804 | $1,223,338 | 17,484 | 0.00 | 0.00 | 5,594 | 47.05 | 03-31-2024 |
