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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARGEPOINT HOLDINGS INC | Stock | 1901 | $131,213 | 86,896 | 0.00 | 0.00 | -24,595 | -22.06 | 06-30-2024 |
| BLACKROCK CORE BD TR | CEF | 1902 | $130,505 | 12,254 | 0.00 | 0.00 | 2,219 | 22.11 | 06-30-2024 |
| SUNRUN INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,990 | 25.37 | 06-30-2024 |
| HANESBRANDS INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,442 | -6.16 | 06-30-2024 |
