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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC | COM | 1151 | $223,024 | 2,456 | 0.00 | 0.00 | -14 | -0.57 | 03-31-2024 |
| GLOBAL X FDS | LITHIUM BTRY ETF | 1152 | $221,527 | 4,891 | 0.00 | 0.00 | -27,195 | -84.76 | 03-31-2024 |
| CRH PLC | ORD | 1153 | $221,516 | 2,568 | 0.00 | 2,568 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI EAFE MIN VL | 1154 | $221,374 | 2,331 | 0.00 | 0.00 | -19 | -0.81 | 03-31-2024 |
