Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOKE WEALTH LLC | 02-12-2024 | 12-31-2023 | 591 | 4,672,464,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 301 | $2,750,744 | 51,893 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HENRY JACK & ASSOC INC | COM | 302 | $2,741,419 | 16,776 | 0.00 | 16,776 | +Inf | 12-31-2023 | |
| KEYSIGHT TECHNOLOGIES INC | COM | 303 | $2,736,984 | 17,204 | 0.00 | 17,204 | +Inf | 12-31-2023 | |
| BERKSHIRE HATHAWAY INC DEL | CL A | 304 | $2,713,125 | 5 | 0.00 | 0.00 | 1 | 25.00 | 12-31-2023 |
