Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK U.S. CARBON TRANSITION READINESS ETF | ETF | 651 | $135,947 | 2,368 | 0.00 | 0.00 | 28 | 1.20 | 03-31-2024 |
| VANGUARD REIT INDEX ETF | ETF | 652 | $135,837 | 1,571 | 0.00 | 0.00 | 594 | 60.80 | 03-31-2024 |
| NIKE INC CLASS B | Stock | 653 | $134,861 | 1,435 | 0.00 | 0.00 | -87 | -5.72 | 03-31-2024 |
| NORFOLK SOUTHERN CRP | Stock | 654 | $134,062 | 526 | 0.00 | 0.00 | -101 | -16.11 | 03-31-2024 |
