Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | ETF | 501 | $253,406 | 8,383 | 0.00 | 0.00 | 2,125 | 33.96 | 03-31-2024 |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | ETF | 502 | $251,103 | 9,131 | 0.00 | 0.00 | 592 | 6.93 | 03-31-2024 |
| ENBRIDGE INC COM | Stock | 503 | $248,668 | 6,873 | 0.00 | 0.00 | 2,381 | 53.01 | 03-31-2024 |
| CENTERPOINT ENERGY INC COM | Stock | 504 | $246,268 | 8,644 | 0.00 | 0.00 | 267 | 3.19 | 03-31-2024 |
