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
DOORDASH INC Stock 651 $1,309,163 12,035 0.00 0.00 389 3.34 06-30-2024
INVESCO EXCHANGE TRADED FD T ETF 652 $1,308,131 34,298 0.00 0.00 -4,627 -11.89 06-30-2024
FIRST TR EXCHNG TRADED FD VI ETF 653 $1,305,425 30,323 0.00 0.00 -695 -2.24 06-30-2024
VANGUARD BD INDEX FDS ETF 654 $1,301,769 17,382 0.00 0.00 -3,346 -16.14 06-30-2024
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