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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTODESK INC | COM | 1651 | $2,083 | 8 | 0.00 | 0.00 | -9 | -52.94 | 03-31-2024 |
| ISHARES TR | MSCI INTL MOMENT | 1652 | $2,079 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROOT INC | CL A NEW | 1653 | $2,077 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GARTNER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3 | -33.33 | 03-31-2024 |
