Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOKE WEALTH LLC | 02-12-2024 | 12-31-2023 | 591 | 4,672,464,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | EXTEND MKT ETF | 501 | $1,120,191 | 6,812 | 0.00 | 6,812 | +Inf | 12-31-2023 | |
| EQUIFAX INC | COM | 502 | $1,119,530 | 4,527 | 0.00 | 4,527 | +Inf | 12-31-2023 | |
| URBAN EDGE PPTYS | COM | 503 | $1,105,625 | 59,893 | 0.00 | 59,893 | +Inf | 12-31-2023 | |
| ISHARES TR | EAFE GRWTH ETF | 504 | $1,104,284 | 11,402 | 0.00 | 0.00 | -4,521 | -28.39 | 12-31-2023 |
