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
COEUR MNG INC COM NEW Liquidated $0 0 0.00 1,800 +Inf 03-31-2024
HELLO GROUP INC NOTE 1.250% 7/0 1402 $3,957 4,000 0.00 0.00 0 0.00 03-31-2024
ISHARES TR CORE MSCI TOTAL 1403 $3,936 58 0.00 58 +Inf 03-31-2024
FACTSET RESH SYS INC COM Liquidated $0 0 0.00 0.00 6 200.00 03-31-2024
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