Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02-09-2024 | 12-31-2023 | 665 | 1,782,899,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUCOR CORP | COM | 451 | $698,569 | 4,014 | 0.00 | 0.00 | 207 | 5.44 | 12-31-2023 |
| SPDR SER TR | MSCI USA STRTGIC | 452 | $696,137 | 5,269 | 0.00 | 0.00 | -1,873 | -26.23 | 12-31-2023 |
| AIRBNB INC | COM CL A | 453 | $690,638 | 5,073 | 0.00 | 0.00 | -1,505 | -22.88 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | Liquidated | $0 | 0 | 0.00 | 0.00 | -85,853 | -71.40 | 12-31-2023 |
