Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DA DAVIDSON & CO | 02-09-2024 | 12-31-2023 | 1360 | 10,199,431,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONOLITHIC PWR SYS INC | COM | 1501 | $259,522 | 411 | 0.00 | 411 | +Inf | 12-31-2023 | |
| ISHARES TR | IBONDS DEC2023 | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,175 | -10.38 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 1503 | $257,978 | 2,750 | 0.00 | 0.00 | -162 | -5.56 | 12-31-2023 |
| VIATRIS INC | COM | 1504 | $257,962 | 23,819 | 0.00 | 0.00 | -454 | -1.87 | 12-31-2023 |
