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 |
|---|---|---|---|---|---|---|---|---|---|
| ASSURANT INC | COM | 851 | $1,025,363 | 5,447 | 0.00 | 0.00 | 550 | 11.23 | 03-31-2024 |
| DIREXION SHS ETF TR | DIREXION HCM | 852 | $1,019,721 | 32,958 | 0.00 | 0.00 | 1,551 | 4.94 | 03-31-2024 |
| PAYLOCITY HLDG CORP | COM | 853 | $1,013,287 | 5,896 | 0.00 | 0.00 | -537 | -8.35 | 03-31-2024 |
| ISHARES TR | ESG AWRE 1 5 YR | 854 | $1,009,978 | 41,257 | 0.00 | 0.00 | 26,902 | 187.41 | 03-31-2024 |
