Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHFRONT ADVISERS LLC | 04-19-2024 | 03-31-2024 | 866 | 28,576,193,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NEW YORK MUN ETF | 851 | $379,953 | 7,061 | 0.00 | 0.00 | 241 | 3.53 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 852 | $377,443 | 8,168 | 0.00 | 8,168 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P REGL BKG | 853 | $370,563 | 7,370 | 0.00 | 0.00 | 59 | 0.81 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | DOW 30 EQL WGT | 854 | $367,130 | 10,661 | 0.00 | 0.00 | 918 | 9.42 | 03-31-2024 |
