Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 12-31-2023 | 7468 | 4,091,890,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | ETF | 601 | $1,192,733 | 33,981 | 0.00 | 0.00 | -2,769 | -7.53 | 12-31-2023 |
| SCHWAB STRATEGIC TR | ETF | 602 | $1,192,657 | 19,255 | 0.00 | 0.00 | 1,088 | 5.99 | 12-31-2023 |
| MAGNITE INC | Stock | 603 | $1,187,170 | 127,106 | 0.00 | 0.00 | 13,187 | 11.58 | 12-31-2023 |
| GARTNER INC | Stock | 604 | $1,186,820 | 2,631 | 0.00 | 0.00 | -341 | -11.47 | 12-31-2023 |
