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
ONE GAS INC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
CRISPR THERAPEUTICS AG NAMEN AKT 1752 $1,704 25 0.00 0.00 0 0.00 03-31-2024
CBRE GROUP INC CL A Liquidated $0 0 0.00 23 +Inf 03-31-2024
GLOBAL X FDS GLBX SUPRINC ETF 1754 $1,687 178 0.00 0.00 -1,657 -90.30 03-31-2024
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