Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 08-13-2024 | 06-30-2024 | 256 | 290,010,877 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INC | COM | 151 | $429,745 | 2,149 | 0.00 | 0.00 | -532 | -19.84 | 06-30-2024 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 152 | $429,699 | 9,424 | 0.00 | 0.00 | 3 | 0.03 | 06-30-2024 |
| EATON VANCE RISK-MANAGED DIV | COM | 153 | $428,590 | 48,811 | 0.00 | 0.00 | 221 | 0.45 | 06-30-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 154 | $425,277 | 956 | 0.00 | 0.00 | 70 | 7.90 | 06-30-2024 |
