Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DA DAVIDSON & CO | 02-09-2024 | 12-31-2023 | 1360 | 10,199,431,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARTIN MARIETTA MATLS INC | COM | 301 | $5,066,514 | 10,155 | 0.00 | 0.00 | 964 | 10.49 | 12-31-2023 |
| WISDOMTREE TR | US LARGECAP DIVD | 302 | $5,064,692 | 76,298 | 0.00 | 0.00 | -2,794 | -3.53 | 12-31-2023 |
| RAYMOND JAMES FINL INC | COM | 303 | $5,063,327 | 45,411 | 0.00 | 0.00 | 270 | 0.60 | 12-31-2023 |
| DAVIS FUNDAMENTAL ETF TR | SELECT US EQTY | 304 | $5,031,038 | 142,684 | 0.00 | 0.00 | -5,070 | -3.43 | 12-31-2023 |
