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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC N | Stock | 1251 | $387,453 | 1,296 | 0.00 | 0.00 | 147 | 12.79 | 06-30-2024 |
| ALLISON TRANSMISSION HLDGS I | Stock | 1252 | $386,092 | 5,087 | 0.00 | 0.00 | -500 | -8.95 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | ETF | 1253 | $384,865 | 7,640 | 0.00 | 0.00 | 2,790 | 57.53 | 06-30-2024 |
| SPDR SER TR | ETF | 1254 | $383,043 | 2,736 | 0.00 | 0.00 | 6 | 0.22 | 06-30-2024 |
