Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 05-01-2024 | 03-31-2024 | 773 | 1,727,287,577 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TC ENERGY CORP | COM | 1001 | $275,990 | 6,862 | 0.00 | 0.00 | 741 | 12.11 | 03-31-2024 |
REPUBLIC SVCS INC | COM | 1002 | $275,601 | 1,440 | 0.00 | 0.00 | 25 | 1.77 | 03-31-2024 |
TORO CO | COM | 1003 | $274,570 | 2,997 | 0.00 | 0.00 | 145 | 5.08 | 03-31-2024 |
KROGER CO | COM | 1004 | $274,303 | 4,802 | 0.00 | 4,802 | +Inf | 03-31-2024 |