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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO LN COR | 851 | $356,673 | 15,817 | 0.00 | 0.00 | -20 | -0.13 | 06-30-2024 |
| ISHARES TR | RUSSELL 3000 ETF | 852 | $356,274 | 1,154 | 0.00 | 0.00 | 71 | 6.56 | 06-30-2024 |
| VANGUARD WORLD FD | FINANCIALS ETF | 853 | $356,120 | 3,565 | 0.00 | 0.00 | -115 | -3.12 | 06-30-2024 |
| HANCOCK JOHN INVT TR | TAX ADV GLB SH | Liquidated | $0 | 0 | 0.00 | 0.00 | 8,244 | 13.84 | 06-30-2024 |
