Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOKE WEALTH LLC | 02-12-2024 | 12-31-2023 | 591 | 4,672,464,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SUN CMNTYS INC | COM | 151 | $5,594,178 | 41,569 | 0.00 | 41,569 | +Inf | 12-31-2023 | |
| CARRIER GLOBAL CORPORATION | COM | 152 | $5,519,694 | 95,761 | 0.00 | 0.00 | 163 | 0.17 | 12-31-2023 |
| S&P GLOBAL INC | COM | 153 | $5,439,041 | 12,346 | 0.00 | 0.00 | 721 | 6.20 | 12-31-2023 |
| CME GROUP INC | COM | 154 | $5,363,330 | 24,847 | 0.00 | 0.00 | -114 | -0.46 | 12-31-2023 |
