Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 05-01-2024 | 03-31-2024 | 773 | 1,727,287,577 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC | CL A | 751 | $432,882 | 1,593 | 0.00 | 0.00 | -168 | -9.54 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 752 | $432,395 | 9,974 | 0.00 | 0.00 | -25 | -0.25 | 03-31-2024 |
| ISHARES TR | FALN ANGLS USD | 753 | $426,674 | 15,885 | 0.00 | 0.00 | -214 | -1.33 | 03-31-2024 |
| PIMCO ETF TR | INTER MUN BD ACT | 754 | $419,915 | 8,003 | 0.00 | 0.00 | 773 | 10.69 | 03-31-2024 |
