Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DA DAVIDSON & CO | 02-09-2024 | 12-31-2023 | 1360 | 10,199,431,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 1101 | $531,274 | 5,587 | 0.00 | 0.00 | -81 | -1.43 | 12-31-2023 |
| OTTER TAIL CORP | COM | 1102 | $526,814 | 6,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | GRWT ALLOCAT ETF | 1103 | $526,741 | 9,903 | 0.00 | 0.00 | 4,782 | 93.38 | 12-31-2023 |
| THOMSON REUTERS CORP. | COM | 1104 | $521,421 | 3,566 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
