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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 501 | $819,582 | 13,425 | 0.00 | 0.00 | -5,168 | -27.80 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 502 | $818,365 | 3,839 | 0.00 | 0.00 | -46 | -1.18 | 03-31-2024 |
| GARMIN LTD | SHS | 503 | $817,120 | 5,489 | 0.00 | 0.00 | -75 | -1.35 | 03-31-2024 |
| EA SERIES TRUST | US QUAN VALUE | 504 | $816,361 | 18,166 | 0.00 | 0.00 | 11 | 0.06 | 03-31-2024 |
