Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CETERA ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1788 | 7,216,575,387 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
EATON VANCE TAX MNGED BUY WR | COM | 401 | $3,277,394 | 252,496 | 0.00 | 0.00 | -2,041 | -0.80 | 12-31-2023 |
LINCOLN ELEC HLDGS INC | COM | 402 | $3,269,511 | 15,035 | 0.00 | 0.00 | 3 | 0.02 | 12-31-2023 |
INNOVATOR ETFS TR | US EQTY BUF DEC | 403 | $3,260,813 | 85,250 | 0.00 | 0.00 | 23,731 | 38.58 | 12-31-2023 |
SNOWFLAKE INC | CL A | 404 | $3,250,466 | 16,334 | 0.00 | 0.00 | 2,547 | 18.47 | 12-31-2023 |