Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 05-01-2024 | 03-31-2024 | 773 | 1,727,287,577 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | INTL QULTY DIV | 101 | $4,485,445 | 117,852 | 0.00 | 0.00 | 7,987 | 7.27 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 102 | $4,440,465 | 38,201 | 0.00 | 0.00 | 1,762 | 4.84 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 103 | $4,307,714 | 42,697 | 0.00 | 0.00 | -19,254 | -31.08 | 03-31-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 104 | $4,305,371 | 57,100 | 0.00 | 0.00 | -2,081 | -3.52 | 03-31-2024 |
