Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02-09-2024 | 12-31-2023 | 18977 | 383,349,598,919 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISUN INC | COM | 7551 | $9,261 | 29,569 | 0.00 | 0.00 | 26 | 0.09 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 7552 | $9,192 | 254 | 0.00 | 254 | +Inf | 12-31-2023 | |
| DAVIS FUNDAMENTAL ETF TR | SELECT FINL | 7553 | $9,119 | 301 | 0.00 | 0.00 | 146 | 94.19 | 12-31-2023 |
| LIFEVANTAGE CORP | COM NEW | 7554 | $9,102 | 1,517 | 0.00 | 0.00 | 4 | 0.26 | 12-31-2023 |
