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 |
|---|---|---|---|---|---|---|---|---|---|
| WINTRUST FINL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -0.21 | 03-31-2024 |
| ISHARES TR | INTL SEL DIV ETF | 352 | $179,120 | 6,388 | 0.00 | 0.00 | -582 | -8.35 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,673 | 270.27 | 03-31-2024 |
| REALTY INCOME CORP | COM | 354 | $174,759 | 3,230 | 0.00 | 0.00 | 243 | 8.14 | 03-31-2024 |
