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 |
|---|---|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC | CL B | 651 | $541,068 | 11,507 | 0.00 | 0.00 | -258 | -2.19 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG HIGH Y | 652 | $540,835 | 4,780 | 0.00 | 0.00 | -667 | -12.25 | 03-31-2024 |
| WESTAMERICA BANCORPORATION | COM | 653 | $539,291 | 11,033 | 0.00 | 0.00 | -2,751 | -19.96 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 654 | $532,694 | 8,640 | 0.00 | 0.00 | 436 | 5.31 | 03-31-2024 |
