Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02-09-2024 | 12-31-2023 | 665 | 1,782,899,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEXCOM INC | COM | 801 | $281,932 | 2,272 | 0.00 | 0.00 | -4,030 | -63.95 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 802 | $281,570 | 5,980 | 0.00 | 5,980 | +Inf | 12-31-2023 | |
| LEAR CORP | COM NEW | 803 | $280,019 | 1,983 | 0.00 | 1,983 | +Inf | 12-31-2023 | |
| AB ACTIVE ETFS INC | HIGH YIELD ETF | 804 | $279,800 | 7,666 | 0.00 | 7,666 | +Inf | 12-31-2023 |
