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 |
|---|---|---|---|---|---|---|---|---|---|
| LCI INDS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 1702 | $1,987 | 37 | 0.00 | 37 | +Inf | 03-31-2024 | |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | Liquidated | $0 | 0 | 0.00 | 0.00 | -20 | -24.10 | 03-31-2024 |
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
