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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 1351 | $330,149 | 7,829 | 0.00 | 0.00 | -1,945 | -19.90 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 1352 | $328,371 | 3,136 | 0.00 | 0.00 | -655 | -17.28 | 12-31-2023 |
| SUMMIT MATLS INC | CL A | 1353 | $326,679 | 8,494 | 0.00 | 8,494 | +Inf | 12-31-2023 | |
| FARMERS NATIONAL BANC CORP | COM | 1354 | $325,968 | 22,558 | 0.00 | 0.00 | -4,293 | -15.99 | 12-31-2023 |
