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 | 1301 | $355,588 | 5,939 | 0.00 | 0.00 | -28 | -0.47 | 06-30-2024 |
| DESTINY TECH100 INC | CEF | 1302 | $354,626 | 23,300 | 0.00 | 23,300 | +Inf | 06-30-2024 | |
| FIRST TR EXCHANGE-TRADED FD | ETF | 1303 | $353,977 | 4,679 | 0.00 | 0.00 | 752 | 19.15 | 06-30-2024 |
| SPDR SER TR | ETF | 1304 | $353,348 | 8,783 | 0.00 | 0.00 | 792 | 9.91 | 06-30-2024 |
