Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROFICIO CAPITAL PARTNERS LLC | 02-12-2024 | 12-31-2023 | 302 | 808,910,325 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | 551 | $20,160,112 | 474,132 | 0.00 | 0.00 | 81,104 | 20.64 | 12-31-2023 |
| APPLE INC | COM | 552 | $19,654,846 | 102,087 | 0.00 | 0.00 | 3,792 | 3.86 | 12-31-2023 |
