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 |
|---|---|---|---|---|---|---|---|---|---|
| GILEAD SCIENCES INC | COM | 801 | $19,411 | 265 | 0.00 | 0.00 | -241 | -47.63 | 03-31-2024 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 802 | $19,364 | 213 | 0.00 | 0.00 | -312 | -59.43 | 03-31-2024 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 803 | $19,342 | 1,230 | 0.00 | 0.00 | -1,581 | -56.24 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 804 | $19,214 | 673 | 0.00 | 673 | +Inf | 03-31-2024 |
