Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02-09-2024 | 12-31-2023 | 665 | 1,782,899,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORTHWEST BANCSHARES INC MD | COM | 701 | $332,742 | 26,662 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 702 | $332,534 | 3,176 | 0.00 | 0.00 | -683 | -17.70 | 12-31-2023 |
| SPDR SER TR | PORTFLI HIGH YLD | 703 | $332,300 | 14,213 | 0.00 | 0.00 | -100 | -0.70 | 12-31-2023 |
| STERLING INFRASTRUCTURE INC | COM | 704 | $331,320 | 3,768 | 0.00 | 3,768 | +Inf | 12-31-2023 |
