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 |
|---|---|---|---|---|---|---|---|---|---|
| SCH US REIT ETF | ETF | 551 | $198,005 | 9,754 | 0.00 | 0.00 | 248 | 2.61 | 03-31-2024 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 552 | $197,956 | 4,840 | 0.00 | 0.00 | -50,815 | -91.30 | 03-31-2024 |
| FEDERAL AGRIC MTG CORP CL C | Stock | 553 | $197,668 | 1,004 | 0.00 | 0.00 | 44 | 4.58 | 03-31-2024 |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST | ETF | 554 | $197,630 | 6,053 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
