Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EVOKE WEALTH LLC 02-12-2024 12-31-2023 591 4,672,464,649
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
NEXTERA ENERGY INC COM 601 $697,113 11,476 0.00 0.00 814 7.63 12-31-2023
NU HLDGS LTD ORD SHS CL A 602 $689,199 82,737 0.00 82,737 +Inf 12-31-2023
RYMAN HOSPITALITY PPTYS INC COM 603 $679,521 6,113 0.00 6,113 +Inf 12-31-2023
XYLEM INC COM 604 $679,515 5,941 0.00 5,941 +Inf 12-31-2023
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