Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02-09-2024 | 12-31-2023 | 665 | 1,782,899,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 151 | $3,465,642 | 22,363 | 0.00 | 0.00 | 1,325 | 6.30 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 152 | $3,465,373 | 53,429 | 0.00 | 0.00 | -616 | -1.14 | 12-31-2023 |
| REALTY INCOME CORP | COM | 153 | $3,417,986 | 59,526 | 0.00 | 0.00 | 585 | 0.99 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 154 | $3,380,476 | 40,748 | 0.00 | 0.00 | -1,306 | -3.11 | 12-31-2023 |
