Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOKE WEALTH LLC | 02-12-2024 | 12-31-2023 | 591 | 4,672,464,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 101 | $8,160,845 | 13,999 | 0.00 | 0.00 | 11,463 | 452.01 | 12-31-2023 |
| PIMCO ETF TR | SR LN ACTIVE ETF | Liquidated | $0 | 0 | 0.00 | 159,121 | +Inf | 12-31-2023 | |
| WEST PHARMACEUTICAL SVSC INC | COM | 103 | $7,770,259 | 22,067 | 0.00 | 22,067 | +Inf | 12-31-2023 | |
| MSCI INC | COM | 104 | $7,760,928 | 13,720 | 0.00 | 0.00 | 2,135 | 18.43 | 12-31-2023 |
