Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 12-31-2023 | 7468 | 4,091,890,691 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SERVISFIRST BANCSHARES INC | Stock | 401 | $2,283,743 | 34,275 | 0.00 | 0.00 | -18,275 | -34.78 | 12-31-2023 |
ISHARES TR | ETF | 402 | $2,283,095 | 29,372 | 0.00 | 0.00 | 1,301 | 4.63 | 12-31-2023 |
ISHARES TR | ETF | 403 | $2,271,994 | 28,680 | 0.00 | 0.00 | -2,424 | -7.79 | 12-31-2023 |
ISHARES TR | ETF | 404 | $2,268,815 | 56,340 | 0.00 | 0.00 | 2,784 | 5.20 | 12-31-2023 |