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 |
|---|---|---|---|---|---|---|---|---|---|
| BROOKDALE SR LIVING INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 2652 | $40 | 1 | 0.00 | 1 | +Inf | 03-31-2024 | |
| CROSS TIMBERS RTY TR | TR UNIT | Liquidated | $0 | 0 | 0.00 | 2 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P REGL BKG | 2654 | $39 | 1 | 0.00 | 0.00 | -17 | -94.44 | 03-31-2024 |
