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 |
|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP IN | COM | 851 | $12,893 | 170 | 0.00 | 0.00 | 70 | 70.00 | 06-30-2023 |
| SPDR SER TR | S&P OILGAS EXP | 852 | $12,883 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| IMPERIAL OIL LTD | COM NEW | 853 | $12,732 | 249 | 0.00 | 249 | +Inf | 06-30-2023 | |
| WISDOMTREE TR | INTL SMCAP DIV | 854 | $12,603 | 212 | 0.00 | 0.00 | 4 | 1.92 | 06-30-2023 |
