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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | USD INV GRDE ETF | 1351 | $131,611 | 2,621 | 0.00 | 0.00 | 959 | 57.70 | 06-30-2024 |
| COTERRA ENERGY INC | COM | 1352 | $131,515 | 4,931 | 0.00 | 0.00 | -754 | -13.26 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 1353 | $131,424 | 2,377 | 0.00 | 0.00 | -85 | -3.45 | 06-30-2024 |
| VEEVA SYS INC | CL A COM | 1354 | $131,035 | 716 | 0.00 | 0.00 | -43 | -5.67 | 06-30-2024 |
