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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | ETF | 151 | $7,033,433 | 336,657 | 0.00 | 0.00 | -14,285 | -4.07 | 06-30-2024 |
| SELECT SECTOR SPDR TR | ETF | 152 | $7,033,112 | 57,710 | 0.00 | 0.00 | 2,715 | 4.94 | 06-30-2024 |
| TRUIST FINL CORP | Stock | 153 | $6,989,007 | 179,897 | 0.00 | 0.00 | 64,673 | 56.13 | 06-30-2024 |
| ISHARES GOLD TR | ETF | 154 | $6,870,763 | 156,403 | 0.00 | 0.00 | 10,784 | 7.41 | 06-30-2024 |
