Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DA DAVIDSON & CO | 02-09-2024 | 12-31-2023 | 1360 | 10,199,431,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CLOUDFLARE INC | CL A COM | 601 | $1,754,871 | 21,077 | 0.00 | 0.00 | -42 | -0.20 | 12-31-2023 |
| ISHARES TR | U.S. UTILITS ETF | 602 | $1,754,384 | 21,949 | 0.00 | 0.00 | 3,009 | 15.89 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 603 | $1,748,737 | 37,140 | 0.00 | 0.00 | 295 | 0.80 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 604 | $1,741,180 | 6,430 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
