Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GRADIENT INVESTMENTS LLC 04-23-2024 03-31-2024 1235 4,312,130,197
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BEST BUY INC COM 1351 $4,348 53 0.00 0.00 -3 -5.36 03-31-2024
TELADOC HEALTH INC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
SOFI TECHNOLOGIES INC COM 1353 $4,307 590 0.00 0.00 -2,310 -79.66 03-31-2024
INTERNATIONAL FLAVORS&FRAGRA COM 1354 $4,300 50 0.00 0.00 37 284.62 03-31-2024
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