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 |
|---|---|---|---|---|---|---|---|---|---|
| NUTRIEN LTD | COM | 1001 | $10,862 | 200 | 0.00 | 0.00 | 198 | 9900.00 | 03-31-2024 |
| HEALTHCARE RLTY TR | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 1.72 | 03-31-2024 |
| AVISTA CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BANK NEW YORK MELLON CORP | COM | 1004 | $10,698 | 186 | 0.00 | 0.00 | -200 | -51.81 | 03-31-2024 |
