Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRADIENT INVESTMENTS LLC | 04-23-2024 | 03-31-2024 | 1235 | 4,312,130,197 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | COM | 101 | $16,291,509 | 225,207 | 0.00 | 0.00 | -278,157 | -55.26 | 03-31-2024 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 102 | $16,248,518 | 122,188 | 0.00 | 0.00 | -53,738 | -30.55 | 03-31-2024 |
| AMGEN INC | COM | 103 | $16,216,350 | 57,036 | 0.00 | 0.00 | -8,462 | -12.92 | 03-31-2024 |
| INTERPUBLIC GROUP COS INC | COM | 104 | $16,096,471 | 493,303 | 0.00 | 0.00 | 493,268 | 1409337.14 | 03-31-2024 |
