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 |
|---|---|---|---|---|---|---|---|---|---|
| EDISON INTL | COM | 801 | $352,822 | 4,882 | 0.00 | 0.00 | -123 | -2.46 | 12-31-2023 |
| MCKESSON CORP | COM | 802 | $351,943 | 759 | 0.00 | 0.00 | -441 | -36.75 | 12-31-2023 |
| DOXIMITY INC | CL A | 803 | $350,444 | 12,498 | 0.00 | 0.00 | 2,441 | 24.27 | 12-31-2023 |
| APOLLO COML REAL EST FIN INC | COM | 804 | $345,070 | 28,541 | 0.00 | 0.00 | 99 | 0.35 | 12-31-2023 |
