Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EVOKE WEALTH LLC 08-13-2024 06-30-2024 105 84,842,374
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
WORLD GOLD TR SPDR GLD MINIS Liquidated $0 0 0.01 0.01 -92,223 -1.45 06-30-2024
TIDAL ETF TR RPAR RISK PARI Liquidated $0 0 0.01 0.01 -9,100,820 -40.35 06-30-2024
ISHARES TR TIPS BD ETF Liquidated $0 0 0.00 0.00 -28,380 -2.28 06-30-2024
VANGUARD INDEX FDS TOTAL STK MKT Liquidated $0 0 0.00 0.00 -47,786 -8.72 06-30-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6