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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR LRGE CP CORE ALPHA | COM SHS | 301 | $1,536,787 | 15,486 | 0.00 | 0.00 | -358 | -2.26 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 302 | $1,535,245 | 26,438 | 0.00 | 0.00 | -3,998 | -13.14 | 03-31-2024 |
| AMERIPRISE FINL INC | COM | 303 | $1,523,338 | 3,474 | 0.00 | 0.00 | 160 | 4.83 | 03-31-2024 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | 304 | $1,512,694 | 29,039 | 0.00 | 0.00 | 7,737 | 36.32 | 03-31-2024 |
