Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON PROPERTIES INC COM | REIT | 2151 | $3,509 | 54 | 0.00 | 0.00 | -9 | -14.29 | 03-31-2024 |
| BALL CORP COM | Stock | 2152 | $3,503 | 52 | 0.00 | 0.00 | -35 | -40.23 | 03-31-2024 |
| CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OGE ENERGY CORP COM | Stock | 2154 | $3,499 | 102 | 0.00 | 0.00 | 44 | 75.86 | 03-31-2024 |
