Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SARGENT BICKHAM LAGUDIS LLC | 01-23-2023 | 12-31-2022 | 1409 | 1,219,786,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| XCEL ENERGY INC | COM | 201 | $554,325 | 7,907 | 0.00 | 0.05 | -21 | -0.26 | 12-31-2022 |
| SPDR SER TR | PORTFOLIO S&P500 | 202 | $546,308 | 12,146 | 0.00 | 0.03 | 2,896 | 31.31 | 12-31-2022 |
| DIREXION SHS ETF TR | DRX S&P500BULL | 203 | $545,139 | 8,777 | 0.00 | 0.04 | 14 | 0.16 | 12-31-2022 |
| ISHARES TR | IBONDS 23 TRM TS | 204 | $534,878 | 21,655 | 0.00 | 0.01 | 16,677 | 335.01 | 12-31-2022 |
