Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CETERA ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1788 | 7,216,575,387 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 451 | $2,713,125 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BECTON DICKINSON & CO | COM | 452 | $2,706,996 | 11,102 | 0.00 | 0.00 | 104 | 0.95 | 12-31-2023 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 453 | $2,698,194 | 16,410 | 0.00 | 0.00 | -263 | -1.58 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 454 | $2,692,653 | 29,985 | 0.00 | 0.00 | -411 | -1.35 | 12-31-2023 |
