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 |
|---|---|---|---|---|---|---|---|---|---|
| EVOLUTION PETE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRUIST FINL CORP | COM | 452 | $85,647 | 2,197 | 0.00 | 0.00 | -562 | -20.37 | 03-31-2024 |
| BP PLC | SPONSORED ADR | 453 | $84,932 | 2,254 | 0.00 | 0.00 | -13,316 | -85.52 | 03-31-2024 |
| GENUINE PARTS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 465 | 381.15 | 03-31-2024 |
