Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 02-08-2024 | 12-31-2023 | 1317 | 8,367,478,599 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WEBSTER FINL CORP | COM | 951 | $546,078 | 10,758 | 0.00 | 0.00 | 2,449 | 29.47 | 12-31-2023 |
| ASA GOLD AND PRECIOUS MTLS L | SHS | 952 | $543,517 | 36,090 | 0.00 | 0.00 | -1,725 | -4.56 | 12-31-2023 |
| NATIONAL WESTN LIFE GROUP IN | CL A | 953 | $540,016 | 1,118 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY BUF SEP | 954 | $538,830 | 14,690 | 0.00 | 0.00 | -2,468 | -14.38 | 12-31-2023 |
