Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELLEVUE ASSET MANAGEMENT LLC | 04-26-2024 | 03-31-2024 | 457 | 176,174,218 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PARK-OHIO HLDGS CORP | COM | 451 | $5,336 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COINBASE GLOBAL INC | COM CL A | 452 | $5,302 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BELLRING BRANDS INC | COMMON STOCK | 453 | $5,254 | 89 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NETAPP INC | COM | 454 | $5,249 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
