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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | Stock | 51 | $15,978,417 | 129,066 | 0.00 | 0.00 | 6,853 | 5.61 | 06-30-2024 |
| ARISTA NETWORKS INC | Stock | 52 | $15,852,154 | 45,230 | 0.00 | 0.00 | 7,779 | 20.77 | 06-30-2024 |
| UNITEDHEALTH GROUP INC | Stock | 53 | $15,787,781 | 31,002 | 0.00 | 0.00 | 4,804 | 18.34 | 06-30-2024 |
| SCHWAB STRATEGIC TR | ETF | 54 | $15,658,794 | 201,373 | 0.00 | 0.00 | 1,942 | 0.97 | 06-30-2024 |
