Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRADIENT INVESTMENTS LLC | 04-23-2024 | 03-31-2024 | 1235 | 4,312,130,197 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | Liquidated | $0 | 0 | 0.00 | 0.00 | -119 | -10.78 | 03-31-2024 |
| ISHARES TR | RUS 2000 GRW ETF | 502 | $67,291 | 248 | 0.00 | 0.00 | 109 | 78.42 | 03-31-2024 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 503 | $67,261 | 3,416 | 0.00 | 0.00 | -1,028 | -23.13 | 03-31-2024 |
| EDISON INTL | COM | 504 | $66,981 | 947 | 0.00 | 0.00 | -23 | -2.37 | 03-31-2024 |
