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
ENERGY TRANSFER L P COM UT LTD PTN 951 $302,710 19,244 0.00 0.00 7 0.04 03-31-2024
SCOTTS MIRACLE-GRO CO CL A 952 $302,418 4,054 0.00 0.00 164 4.22 03-31-2024
TRUMP MEDIA & TECHNOLOGY GRO COM 953 $300,689 4,853 0.00 4,853 +Inf 03-31-2024
PROSHARES TR HD REPLICATION 954 $300,499 6,102 0.00 0.00 -1,155 -15.92 03-31-2024
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