Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOKE WEALTH LLC | 02-12-2024 | 12-31-2023 | 591 | 4,672,464,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 451 | $1,383,524 | 37,433 | 0.00 | 37,433 | +Inf | 12-31-2023 | |
| DOUBLELINE YIELD OPPORTUNITI | COM | 452 | $1,378,226 | 92,685 | 0.00 | 0.00 | 46,485 | 100.62 | 12-31-2023 |
| ALIGN TECHNOLOGY INC | COM | 453 | $1,362,328 | 4,972 | 0.00 | 4,972 | +Inf | 12-31-2023 | |
| HALOZYME THERAPEUTICS INC | COM | 454 | $1,354,843 | 36,657 | 0.00 | 36,657 | +Inf | 12-31-2023 |
