Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | 02-16-2024 | 12-31-2023 | 661 | 1,768,999,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 201 | $2,691,092 | 54,514 | 0.00 | 0.00 | 5,186 | 10.51 | 12-31-2023 |
| EMERSON ELEC CO | COM | 202 | $2,688,940 | 27,627 | 0.00 | 0.00 | -495 | -1.76 | 12-31-2023 |
| DUKE ENERGY CORP NEW | COM NEW | 203 | $2,665,819 | 27,471 | 0.00 | 0.00 | 589 | 2.19 | 12-31-2023 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 204 | $2,659,191 | 57,304 | 0.00 | 0.00 | 346 | 0.61 | 12-31-2023 |
