Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS LLC | 02-08-2024 | 12-31-2023 | 1649 | 8,608,101,496 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TORO CO | COM | 851 | $1,390,587 | 15,201 | 0.00 | 0.00 | -1,683 | -9.97 | 12-31-2023 |
| CROSS CTRY HEALTHCARE INC | COM | 852 | $1,388,655 | 61,718 | 0.00 | 0.00 | -9,942 | -13.87 | 12-31-2023 |
| KIRBY CORP | COM | 853 | $1,388,497 | 17,847 | 0.00 | 0.00 | 124 | 0.70 | 12-31-2023 |
| ISHARES TR | CALIF MUN BD ETF | 854 | $1,384,650 | 23,898 | 0.00 | 0.00 | 2,032 | 9.29 | 12-31-2023 |
