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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE CONNECTIONS INC | COM | 801 | $384,958 | 2,238 | 0.00 | 0.00 | 19 | 0.86 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 802 | $384,093 | 4,807 | 0.00 | 0.00 | 620 | 14.81 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | 803 | $383,543 | 1,941 | 0.00 | 0.00 | 104 | 5.66 | 03-31-2024 |
| GLOBAL X FDS | INTERNET OF THNG | 804 | $382,353 | 10,553 | 0.00 | 0.00 | -2,450 | -18.84 | 03-31-2024 |
