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 |
|---|---|---|---|---|---|---|---|---|---|
| INDIE SEMICONDUCTOR INC | CLASS A COM | 801 | $1,043,222 | 128,634 | 0.00 | 0.00 | -7,250 | -5.34 | 12-31-2023 |
| BEAM THERAPEUTICS INC | COM | 802 | $1,041,900 | 38,277 | 0.00 | 0.00 | 11,732 | 44.20 | 12-31-2023 |
| UNILEVER PLC | SPON ADR NEW | 803 | $1,036,479 | 21,379 | 0.00 | 0.00 | 2,209 | 11.52 | 12-31-2023 |
| ISHARES TR | IBONDS 27 TRM TS | 804 | $1,034,807 | 46,218 | 0.00 | 0.00 | -2,291 | -4.72 | 12-31-2023 |
