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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | S&P MDCP 400 DIV | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOUTHERN MO BANCORP INC | COM | 702 | $26,226 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| 3M CO | COM | 703 | $26,081 | 246 | 0.00 | 0.00 | -1,193 | -82.90 | 03-31-2024 |
| TRANSUNION | COM | 704 | $26,028 | 326 | 0.00 | 0.00 | -171,654 | -99.81 | 03-31-2024 |
