Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 06-30-2024 | 4719 | 4,837,070,162 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CROWN CASTLE INC | REIT | 601 | $1,468,254 | 15,029 | 0.00 | 0.00 | 53 | 0.35 | 06-30-2024 |
T ROWE PRICE ETF INC | ETF | 602 | $1,467,318 | 46,715 | 0.00 | 0.00 | 12,345 | 35.92 | 06-30-2024 |
SSGA ACTIVE ETF TR | ETF | 603 | $1,459,736 | 34,922 | 0.00 | 0.00 | 3,768 | 12.09 | 06-30-2024 |
J P MORGAN EXCHANGE TRADED F | ETF | 604 | $1,458,965 | 27,554 | 0.00 | 0.00 | 9,950 | 56.52 | 06-30-2024 |