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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ETF | 1001 | $594,457 | 7,560 | 0.00 | 0.00 | -1,547 | -16.99 | 06-30-2024 |
| ISHARES TR | ETF | 1002 | $594,387 | 7,349 | 0.00 | 0.00 | 635 | 9.46 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | ETF | 1003 | $591,940 | 10,492 | 0.00 | 0.00 | -471 | -4.30 | 06-30-2024 |
| HEALTHPEAK PROPERTIES INC | REIT | 1004 | $591,397 | 30,174 | 0.00 | 0.00 | -433 | -1.41 | 06-30-2024 |
