Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CETERA ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1788 | 7,216,575,387 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,008 | -57.86 | 12-31-2023 |
| AMERICAN HOMES 4 RENT | CL A | 2052 | $234,207 | 6,513 | 0.00 | 0.00 | -441 | -6.34 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 2053 | $233,629 | 12,009 | 0.00 | 0.00 | -284 | -2.31 | 12-31-2023 |
| ISHARES TR | GLOBAL FINLS ETF | 2054 | $233,625 | 2,973 | 0.00 | 0.00 | -773 | -20.64 | 12-31-2023 |
