Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS | 02-13-2024 | 12-31-2023 | 2235 | 12,309,664,036 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OKTA INC | CL A | 1351 | $834,143 | 9,214 | 0.00 | 0.00 | -534 | -5.48 | 12-31-2023 |
| CAPITAL SOUTHWEST CORP | COM | 1352 | $833,778 | 35,180 | 0.00 | 0.00 | -3,958 | -10.11 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 1353 | $831,638 | 9,745 | 0.00 | 0.00 | 6,237 | 177.79 | 12-31-2023 |
| GLOBAL X FDS | FINTECH ETF | 1354 | $830,622 | 32,484 | 0.00 | 0.00 | -7,818 | -19.40 | 12-31-2023 |
