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 | 10-20 YR TRS ETF | 251 | $1,911,261 | 21,239 | 0.00 | 0.00 | 12,505 | 143.18 | 03-31-2024 |
| NIKE INC | CL B | 252 | $1,906,436 | 20,286 | 0.00 | 0.00 | 11 | 0.05 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 253 | $1,887,677 | 3,879 | 0.00 | 0.00 | 219 | 5.98 | 03-31-2024 |
| PHILLIPS 66 | COM | 254 | $1,873,552 | 11,470 | 0.00 | 0.00 | 411 | 3.72 | 03-31-2024 |
