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 INC | ESG AWR MSCI EM | 451 | $940,792 | 16,769 | 0.00 | 16,769 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | US QTLY DIV GRT | 452 | $937,497 | 12,305 | 0.00 | 0.00 | 10 | 0.08 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 453 | $936,656 | 9,658 | 0.00 | 0.00 | -1,413 | -12.76 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 454 | $925,800 | 9,684 | 0.00 | 0.00 | -900 | -8.50 | 03-31-2024 |
