Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02-09-2024 | 12-31-2023 | 665 | 1,782,899,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MID CAP ETF | 201 | $2,636,239 | 33,915 | 0.00 | 0.00 | 627 | 1.88 | 12-31-2023 |
| 3M CO | COM | 202 | $2,623,182 | 23,995 | 0.00 | 0.00 | 3,915 | 19.50 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 203 | $2,615,184 | 69,368 | 0.00 | 0.00 | -2,161 | -3.02 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 204 | $2,603,800 | 33,654 | 0.00 | 0.00 | -596 | -1.74 | 12-31-2023 |
