Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROCKY MOUNTAIN ADVISERS LLC | 04-26-2024 | 03-31-2024 | 307 | 315,458,396 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 51 | $276,295 | 569 | 0.00 | 0.00 | -330 | -36.71 | 03-31-2024 |
| PAYPAL HLDGS INC | COM | 52 | $262,065 | 3,912 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 53 | $235,297 | 2,129 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STAG INDL INC | COM | 54 | $226,796 | 5,900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
