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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US GWT | 351 | $2,203,485 | 21,167 | 0.00 | 0.00 | 980 | 4.85 | 12-31-2023 |
| BROADCOM INC | COM | 352 | $2,165,706 | 1,940 | 0.00 | 0.00 | 803 | 70.62 | 12-31-2023 |
| FIDELITY NATL INFORMATION SV | COM | 353 | $2,148,350 | 35,764 | 0.00 | 0.00 | -3,608 | -9.16 | 12-31-2023 |
| TRICON RESIDENTIAL INC | COM NPV | 354 | $2,143,140 | 235,310 | 0.00 | 235,310 | +Inf | 12-31-2023 |
