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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | FINANCIALS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | TIPS BD ETF | 1102 | $7,912 | 74 | 0.00 | 0.00 | -689 | -90.30 | 03-31-2024 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 1103 | $7,901 | 149 | 0.00 | 0.00 | -167 | -52.85 | 03-31-2024 |
| ETF SER SOLUTIONS | AAM LW DUR PFD | Liquidated | $0 | 0 | 0.00 | 379 | +Inf | 03-31-2024 |
