Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | ETF | 1051 | $43,895 | 1,556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARK NEXT GENERATION INTERNET ETF | ETF | 1052 | $43,733 | 525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR HIGH DIVID EQUITY FD | ETF | 1053 | $43,533 | 395 | 0.00 | 0.00 | 75 | 23.44 | 03-31-2024 |
| ISHARES ESG ADVANCED MSCI EAFE ETF | ETF | 1054 | $43,194 | 634 | 0.00 | 0.00 | 43 | 7.28 | 03-31-2024 |
