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 | CORE MSCI EMKT | 51 | $8,120,757 | 157,379 | 0.00 | 0.00 | 10,835 | 7.39 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 52 | $7,989,209 | 15,967 | 0.00 | 0.00 | -1,044 | -6.14 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 53 | $7,959,368 | 43,576 | 0.00 | 0.00 | 7,043 | 19.28 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 54 | $7,854,281 | 97,557 | 0.00 | 0.00 | 6,294 | 6.90 | 03-31-2024 |
