Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 12-31-2023 | 7468 | 4,091,890,691 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MEDIAALPHA INC | Stock | 2551 | $38,412 | 3,445 | 0.00 | 3,445 | +Inf | 12-31-2023 | |
NUVEEN NASDAQ 100 DYNAMIC OV | CEF | 2552 | $38,316 | 1,655 | 0.00 | 1,655 | +Inf | 12-31-2023 | |
ISHARES INC | ETF | 2553 | $38,211 | 1,093 | 0.00 | 1,093 | +Inf | 12-31-2023 | |
CAPITAL GRP FIXED INCM ETF T | ETF | 2554 | $38,175 | 1,500 | 0.00 | 1,500 | +Inf | 12-31-2023 |