Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NWAM LLC | 02-14-2024 | 12-31-2023 | 552 | 1,244,887,450 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COM NEW | 101 | $3,363,479 | 9,970 | 0.00 | 0.39 | -12,051 | -54.73 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 102 | $3,362,494 | 44,774 | 0.00 | 0.21 | 6,782 | 17.85 | 12-31-2023 |
| UBER TECHNOLOGIES INC | COM | 103 | $3,219,126 | 52,284 | 0.00 | 0.07 | 22,882 | 77.82 | 12-31-2023 |
| AGNICO EAGLE MINES LTD | COM | 104 | $3,195,517 | 58,259 | 0.00 | 58,259 | +Inf | 12-31-2023 |
