Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATRIA INVESTMENTS INC | 11-07-2023 | 09-30-2023 | 842 | 5,614,658,878 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | INTL SMCAP DIV | 901 | $1,473,933 | 25,647 | 0.00 | 25,647 | +Inf | 09-30-2023 | |
| MONOLITHIC PWR SYS INC | COM | 902 | $1,465,471 | 3,172 | 0.00 | 0.00 | 140 | 4.62 | 09-30-2023 |
| BLACKLINE INC | COM | 903 | $1,464,380 | 26,399 | 0.00 | 0.00 | 2,643 | 11.13 | 09-30-2023 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 904 | $1,463,897 | 75,517 | 0.00 | 75,517 | +Inf | 09-30-2023 |
