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 |
|---|---|---|---|---|---|---|---|---|---|
| UGI CORP NEW | COM | 701 | $492,154 | 19,739 | 0.00 | 19,739 | +Inf | 12-31-2023 | |
| CENCORA INC | COM | 702 | $491,852 | 2,394 | 0.00 | 0.00 | 159 | 7.11 | 12-31-2023 |
| IRON MTN INC DEL | COM | 703 | $483,039 | 6,839 | 0.00 | 6,839 | +Inf | 12-31-2023 | |
| NOVO-NORDISK A S | ADR | 704 | $482,808 | 4,667 | 0.00 | 0.00 | 1,614 | 52.87 | 12-31-2023 |
