Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DA DAVIDSON & CO | 02-09-2024 | 12-31-2023 | 1360 | 10,199,431,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KONTOOR BRANDS INC | COM | 751 | $1,167,643 | 18,706 | 0.00 | 0.00 | 1,998 | 11.96 | 12-31-2023 |
| VANGUARD WORLD FDS | CONSUM DIS ETF | 752 | $1,165,777 | 3,827 | 0.00 | 0.00 | -168 | -4.21 | 12-31-2023 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 753 | $1,163,893 | 14,794 | 0.00 | 0.00 | -861 | -5.50 | 12-31-2023 |
| WATERS CORP | COM | 754 | $1,163,828 | 3,535 | 0.00 | 0.00 | 75 | 2.17 | 12-31-2023 |
