Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GRADIENT INVESTMENTS LLC 04-23-2024 03-31-2024 1235 4,312,130,197
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD WORLD FDS MATERIALS ETF Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
QORVO INC COM Liquidated $0 0 0.00 0.00 4 80.00 03-31-2024
EAGLE BANCORP INC MD COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 2104 $857 18 0.00 18 +Inf 03-31-2024
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