Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 06-30-2024 | 4719 | 4,837,070,162 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | Stock | 1 | $174,830,944 | 830,077 | 0.00 | 0.00 | 13,355 | 1.64 | 06-30-2024 |
| NVIDIA CORPORATION | Stock | 2 | $151,102,273 | 1,223,104 | 0.00 | 0.00 | 1,106,149 | 945.79 | 06-30-2024 |
| ISHARES TR | ETF | 3 | $130,169,241 | 237,869 | 0.00 | 0.00 | 12,740 | 5.66 | 06-30-2024 |
| MICROSOFT CORP | Stock | 4 | $113,240,561 | 253,363 | 0.00 | 0.00 | 1,304 | 0.52 | 06-30-2024 |
