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 |
|---|---|---|---|---|---|---|---|---|---|
| TOYOTA MOTOR CORP | ADS | 251 | $488,259 | 1,940 | 0.00 | 0.00 | 1,707 | 732.62 | 03-31-2024 |
| ASTRAZENECA PLC | SPONSORED ADR | 252 | $483,492 | 7,136 | 0.00 | 0.00 | -123 | -1.69 | 03-31-2024 |
| NOVARTIS AG | SPONSORED ADR | 253 | $481,959 | 4,983 | 0.00 | 0.00 | -746 | -13.02 | 03-31-2024 |
| CISCO SYS INC | COM | 254 | $478,294 | 9,583 | 0.00 | 0.00 | 1,164 | 13.83 | 03-31-2024 |
