Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1167 | 3,201,243,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | FINTECH INNOVA | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2019 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | Liquidated | $13,531,699 | 167,825 | 0.00 | 0.00 | 114,437 | 214.35 | 03-31-2024 |
| EPR PPTYS | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2019 | |
| BLACKLINE INC | COM | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2019 |
