Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 11-10-2023 | 09-30-2023 | 4002 | 218,554,213,300 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 951 | $23,015,982 | 685,203 | 0.00 | 0.00 | -288,082 | -29.60 | 09-30-2023 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 952 | $23,014,608 | 958,942 | 0.00 | 0.00 | 159,774 | 19.99 | 09-30-2023 |
| SEI INVTS CO | COM | 953 | $22,949,854 | 381,037 | 0.00 | 0.00 | 155,991 | 69.32 | 09-30-2023 |
| WISDOMTREE TR | YIELD ENHANCD US | 954 | $22,874,911 | 551,070 | 0.00 | 0.00 | 156,233 | 39.57 | 09-30-2023 |
