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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN ALLIANCE BANCORP | COM | 1301 | $360,003 | 5,472 | 0.00 | 0.00 | 150 | 2.82 | 12-31-2023 |
| COLUMBUS MCKINNON CORP N Y | COM | 1302 | $359,999 | 9,226 | 0.00 | 0.00 | 72 | 0.79 | 12-31-2023 |
| IDACORP INC | COM | 1303 | $359,894 | 3,660 | 0.00 | 0.00 | 521 | 16.60 | 12-31-2023 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 1304 | $359,099 | 6,496 | 0.00 | 0.00 | 38 | 0.59 | 12-31-2023 |
