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 |
|---|---|---|---|---|---|---|---|---|---|
| PREFORMED LINE PRODS CO COM | Stock | 1101 | $38,601 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD ESG U.S. CORPORATE BOND ETF | ETF | 1102 | $38,529 | 614 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZSCALER INC COM | Stock | 1103 | $38,526 | 200 | 0.00 | 0.00 | 189 | 1718.18 | 03-31-2024 |
| EATON VANCE MUN BD FD COM | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
