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 |
|---|---|---|---|---|---|---|---|---|---|
| OGE ENERGY CORP | COM | 1201 | $209,882 | 6,119 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| IRON MTN INC DEL | COM | 1202 | $209,859 | 2,616 | 0.00 | 2,616 | +Inf | 03-31-2024 | |
| WELLS FARGO CO NEW | PERP PFD CNV A | 1203 | $209,305 | 172 | 0.00 | 0.00 | 1 | 0.58 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 1204 | $209,105 | 1,838 | 0.00 | 1,838 | +Inf | 03-31-2024 |
