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 |
|---|---|---|---|---|---|---|---|---|---|
| CHURCH & DWIGHT CO INC | COM | 1101 | $243,233 | 2,332 | 0.00 | 0.00 | -145 | -5.85 | 03-31-2024 |
| HUNTINGTON BANCSHARES INC | COM | 1102 | $241,954 | 17,344 | 0.00 | 0.00 | 2,019 | 13.17 | 03-31-2024 |
| GLOBAL X FDS | FINTECH ETF | 1103 | $240,926 | 8,648 | 0.00 | 0.00 | 65 | 0.76 | 03-31-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 1104 | $240,101 | 1,912 | 0.00 | 0.00 | -414 | -17.80 | 03-31-2024 |
