Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOUR INVESTMENTS INC | 07-26-2024 | 06-30-2024 | 3291 | 2,964,418,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE TRADE DESK INC | COM CL A | 1001 | $257,556 | 2,637 | 0.00 | 0.00 | 21 | 0.80 | 06-30-2024 |
| MARSH & MCLENNAN COS INC | COM | 1002 | $257,500 | 1,222 | 0.00 | 0.00 | 214 | 21.23 | 06-30-2024 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 1003 | $257,223 | 6,194 | 0.00 | 0.00 | 1,314 | 26.93 | 06-30-2024 |
| ATI INC | COM | 1004 | $256,401 | 4,624 | 0.00 | 0.00 | -24 | -0.52 | 06-30-2024 |
