Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DA DAVIDSON & CO | 02-09-2024 | 12-31-2023 | 1360 | 10,199,431,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 51 | $38,701,171 | 249,733 | 0.00 | 0.00 | -4,332 | -1.71 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 52 | $37,245,984 | 372,534 | 0.00 | 0.00 | -20,406 | -5.19 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 53 | $36,941,127 | 69 | 0.00 | 0.00 | 1 | 1.47 | 12-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 54 | $36,889,538 | 105,125 | 0.00 | 0.00 | 832 | 0.80 | 12-31-2023 |
