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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI MATERIALS | 751 | $22,758 | 245 | 0.00 | 0.00 | 190 | 345.45 | 03-31-2024 |
| UBER TECHNOLOGIES INC | COM | 752 | $22,712 | 295 | 0.00 | 0.00 | -914 | -75.60 | 03-31-2024 |
| ROYAL CARIBBEAN GROUP | COM | 753 | $22,659 | 163 | 0.00 | 0.00 | -213 | -56.65 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 754 | $22,603 | 153 | 0.00 | 0.00 | -213 | -58.20 | 03-31-2024 |
