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 |
|---|---|---|---|---|---|---|---|---|---|
| NORDSTROM INC | COM | 901 | $9,928 | 485 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CME GROUP INC | COM | 902 | $9,821 | 53 | 0.00 | 0.00 | 10 | 23.26 | 06-30-2023 |
| PARK HOTELS & RESORTS INC | COM | 903 | $9,808 | 765 | 0.00 | 0.00 | 65 | 9.29 | 06-30-2023 |
| SPDR SER TR | S&P REGL BKG | 904 | $9,800 | 240 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
