Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROCKY MOUNTAIN ADVISERS LLC | 04-26-2024 | 03-31-2024 | 307 | 315,458,396 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | 201 | $19,814 | 384 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AFLAC INC | COM | 202 | $19,404 | 226 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 203 | $19,097 | 1,744 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 204 | $18,736 | 114 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
