Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS | 02-13-2024 | 12-31-2023 | 2235 | 12,309,664,036 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 401 | $5,820,894 | 256,484 | 0.00 | 0.00 | 73,173 | 39.92 | 12-31-2023 |
| ISHARES TR | RUSSELL 3000 ETF | 402 | $5,776,562 | 21,102 | 0.00 | 0.00 | 527 | 2.56 | 12-31-2023 |
| ISHARES TR | IBONDS 23 TRM TS | Liquidated | $0 | 0 | 0.00 | 0.00 | 134,725 | 138.07 | 12-31-2023 |
| CROWN CASTLE INC | COM | 404 | $5,757,451 | 49,982 | 0.00 | 0.00 | -6,113 | -10.90 | 12-31-2023 |
