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 | SHORT TREAS BD | Liquidated | $0 | 0 | 0.00 | 358 | +Inf | 03-31-2024 | |
| STRYKER CORPORATION | COM | 602 | $39,366 | 110 | 0.00 | 0.00 | -732 | -86.94 | 03-31-2024 |
| CARNIVAL CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -255 | -8.31 | 03-31-2024 |
| YUM CHINA HLDGS INC | COM | 604 | $38,318 | 963 | 0.00 | 0.00 | -160 | -14.25 | 03-31-2024 |
