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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 401 | $121,970 | 3,557 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 402 | $121,308 | 423 | 0.00 | 0.00 | -73 | -14.72 | 03-31-2024 |
| GLOBAL X FDS | GLB X MLP ENRG I | 403 | $120,760 | 2,465 | 0.00 | 0.00 | -221 | -8.23 | 03-31-2024 |
| CHESAPEAKE UTILS CORP | COM | 404 | $117,708 | 1,097 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
