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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE TOTAL USD | 201 | $2,430,663 | 53,362 | 0.00 | 0.00 | -25,835 | -32.62 | 03-31-2024 |
| SHOCKWAVE MED INC | COM | 202 | $2,405,435 | 7,387 | 0.00 | 0.00 | 499 | 7.24 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 203 | $2,377,866 | 9,818 | 0.00 | 0.00 | -589 | -5.66 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 204 | $2,327,448 | 27,905 | 0.00 | 0.00 | -77,521 | -73.53 | 03-31-2024 |
