Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOKE WEALTH LLC | 02-12-2024 | 12-31-2023 | 591 | 4,672,464,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 201 | $4,473,865 | 88,556 | 0.00 | 0.00 | 55,812 | 170.45 | 12-31-2023 |
| INTUITIVE SURGICAL INC | COM NEW | 202 | $4,470,695 | 13,252 | 0.00 | 13,252 | +Inf | 12-31-2023 | |
| HEALTHEQUITY INC | COM | 203 | $4,469,084 | 67,407 | 0.00 | 67,407 | +Inf | 12-31-2023 | |
| GLOBANT S A | COM | 204 | $4,463,315 | 18,755 | 0.00 | 18,755 | +Inf | 12-31-2023 |
