Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02-09-2024 | 12-31-2023 | 665 | 1,782,899,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 301 | $1,418,668 | 40,303 | 0.00 | 0.00 | -1,259 | -3.03 | 12-31-2023 |
| WISDOMTREE TR | INTL LRGCAP DV | 302 | $1,418,386 | 28,795 | 0.00 | 0.00 | 5,664 | 24.49 | 12-31-2023 |
| CROWN CASTLE INC | COM | 303 | $1,406,186 | 12,208 | 0.00 | 0.00 | -1,636 | -11.82 | 12-31-2023 |
| PHILIP MORRIS INTL INC | COM | 304 | $1,388,924 | 14,763 | 0.00 | 0.00 | 3,625 | 32.55 | 12-31-2023 |
