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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-3 MNTH TREASRY | 751 | $407,819 | 4,067 | 0.00 | 0.00 | 128 | 3.25 | 12-31-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 752 | $404,126 | 1,333 | 0.00 | 0.00 | -709 | -34.72 | 12-31-2023 |
| BLACKSTONE INC | COM | 753 | $402,317 | 3,073 | 0.00 | 0.00 | 983 | 47.03 | 12-31-2023 |
| STAG INDL INC | COM | 754 | $401,895 | 10,214 | 0.00 | 10,214 | +Inf | 12-31-2023 |
