Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ATLASSIAN CORPORATION CL A | Stock | 1551 | $14,633 | 75 | 0.00 | 0.00 | 60 | 400.00 | 03-31-2024 |
| WAYFAIR INC CL A | Stock | 1552 | $14,594 | 215 | 0.00 | 0.00 | -9 | -4.02 | 03-31-2024 |
| SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | ETF | 1553 | $14,514 | 444 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DFA Dimensional National Municipal Bond ETF | ETF | 1554 | $14,438 | 300 | 0.00 | 0.00 | 1 | 0.33 | 03-31-2024 |
