Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 05-01-2024 | 03-31-2024 | 773 | 1,727,287,577 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OPENDOOR TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 21,300 | +Inf | 03-31-2024 | |
| NUVEEN PFD & INCOME SECS FD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 14 | 0.09 | 12-31-2023 |
| GRANITESHARES PLATINUM TR | SHS BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MADISON COVERED CALL & EQUIT | COM | 1304 | $88,181 | 12,063 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
