Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS | 02-13-2024 | 12-31-2023 | 2235 | 12,309,664,036 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 1551 | $637,974 | 23,507 | 0.00 | 0.00 | 4,955 | 26.71 | 12-31-2023 |
| ARK ETF TR | AUTNMUS TECHNLGY | 1552 | $637,910 | 11,056 | 0.00 | 0.00 | -4,279 | -27.90 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL DIS | 1553 | $636,201 | 13,380 | 0.00 | 0.00 | -2,212 | -14.19 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 1554 | $633,994 | 15,516 | 0.00 | 0.00 | -1,312 | -7.80 | 12-31-2023 |
