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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLSTATE CORP | COM | 301 | $284,463 | 1,644 | 0.00 | 0.00 | -2,420 | -59.55 | 03-31-2024 |
| EVERSOURCE ENERGY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10 | -0.21 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 303 | $281,523 | 6,494 | 0.00 | 0.00 | -662,553 | -99.03 | 03-31-2024 |
| NUCOR CORP | COM | 304 | $280,820 | 1,419 | 0.00 | 0.00 | -1,533 | -51.93 | 03-31-2024 |
