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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | ETF | 751 | $100,699 | 2,268 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXPEDIA INC DEL COM | Stock | 752 | $100,558 | 730 | 0.00 | 0.00 | 540 | 284.21 | 03-31-2024 |
| PROGRESSIVE CORP COM | Stock | 753 | $100,308 | 485 | 0.00 | 0.00 | -177 | -26.74 | 03-31-2024 |
| QUEST DIAGNOSTICS INC | Stock | 754 | $100,215 | 753 | 0.00 | 0.00 | -38 | -4.80 | 03-31-2024 |
