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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 51 | $28,744,837 | 409,005 | 0.00 | 0.00 | 153,213 | 59.90 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 52 | $28,640,862 | 149,819 | 0.00 | 0.00 | 894 | 0.60 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 53 | $28,128,871 | 339,065 | 0.00 | 0.00 | 19,423 | 6.08 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 54 | $27,885,155 | 186,948 | 0.00 | 0.00 | 12,123 | 6.93 | 12-31-2023 |
