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
ISHARES TR U.S. UTILITS ETF 2701 $18 0 0.00 0 NaN 03-31-2024
VIAVI SOLUTIONS INC COM 2702 $18 2 0.00 0.00 0 0.00 03-31-2024
TG THERAPEUTICS INC COM Liquidated $0 0 0.00 0.00 -310 -99.36 03-31-2024
TC ENERGY CORP COM 2704 $17 0 0.00 0.00 -280 -100.00 03-31-2024
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