Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02-09-2024 | 12-31-2023 | 665 | 1,782,899,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 101 | $5,053,826 | 27,091 | 0.00 | 0.00 | 16,483 | 155.38 | 12-31-2023 |
| UNION PAC CORP | COM | 102 | $4,995,527 | 20,338 | 0.00 | 0.00 | 1,624 | 8.68 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 103 | $4,963,225 | 81,713 | 0.00 | 0.00 | 175 | 0.21 | 12-31-2023 |
| WISDOMTREE TR | US QTLY DIV GRT | 104 | $4,943,602 | 70,342 | 0.00 | 0.00 | -582 | -0.82 | 12-31-2023 |
