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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MBS ETF | 551 | $53,087 | 574 | 0.00 | 0.00 | 2 | 0.35 | 03-31-2024 |
| WELLTOWER INC | COM | 552 | $53,082 | 568 | 0.00 | 0.00 | -154 | -21.33 | 03-31-2024 |
| NORTHERN LTS FD TR IV | BROOKSTONE OPPOR | 553 | $52,565 | 1,851 | 0.00 | 1,851 | +Inf | 03-31-2024 | |
| PEMBINA PIPELINE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
