Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 05-01-2024 | 03-31-2024 | 773 | 1,727,287,577 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | BLACKROCK ST MAT | Liquidated | $0 | 0 | 0.00 | 0.00 | 11,737 | 31.68 | 12-31-2023 |
| ISHARES TR | CORE TOTAL USD | 202 | $2,430,663 | 53,362 | 0.00 | 0.00 | -25,835 | -32.62 | 03-31-2024 |
| SHOCKWAVE MED INC | COM | 203 | $2,405,435 | 7,387 | 0.00 | 0.00 | 499 | 7.24 | 03-31-2024 |
| DIREXION SHS ETF TR | DRX S&P500BULL | Liquidated | $0 | 0 | 0.00 | 0.00 | 8,286 | 56.40 | 03-31-2024 |
