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
GROWGENERATION CORP COM 1501 $3,003 1,050 0.00 0.00 0 0.00 03-31-2024
WEST PHARMACEUTICAL SVSC INC COM Liquidated $0 0 0.00 0.00 4 100.00 03-31-2024
INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 1503 $2,996 64 0.00 64 +Inf 03-31-2024
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