Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROCKY MOUNTAIN ADVISERS LLC | 04-26-2024 | 03-31-2024 | 307 | 315,458,396 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 2000 GRW ETF | 151 | $45,765 | 169 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | 152 | $45,538 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 153 | $42,615 | 1,211 | 0.00 | 0.00 | 711 | 142.20 | 03-31-2024 |
| INVESCO EXCHNG TRADED FD TR | PFD ETF | 154 | $41,580 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
