Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 06-30-2024 | 4719 | 4,837,070,162 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
EQUITABLE HLDGS INC | Stock | 1101 | $506,092 | 12,386 | 0.00 | 0.00 | 926 | 8.08 | 06-30-2024 |
FIRST TR VALUE LINE DIVID IN | ETF | 1102 | $505,968 | 12,416 | 0.00 | 0.00 | -164 | -1.30 | 06-30-2024 |
MONOLITHIC PWR SYS INC | Stock | 1103 | $505,288 | 615 | 0.00 | 0.00 | 209 | 51.48 | 06-30-2024 |
PIMCO ETF TR | ETF | 1104 | $503,565 | 9,673 | 0.00 | 0.00 | -516 | -5.06 | 06-30-2024 |