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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR 25 YR ZERO CPN US TREAS INDEX FD | ETF | 1301 | $24,568 | 310 | 0.00 | 0.00 | -200 | -39.22 | 03-31-2024 |
| KENVUE INC COM | Stock | 1302 | $24,507 | 1,142 | 0.00 | 0.00 | -36 | -3.06 | 03-31-2024 |
| SPDR PORTFOLIO LONG TERM TREASURY ETF | ETF | 1303 | $24,420 | 874 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY | ETF | 1304 | $24,354 | 620 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
