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 |
|---|---|---|---|---|---|---|---|---|---|
| EA SERIES TRUST | STRIVE US ENERGY | 851 | $16,594 | 530 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| XYLEM INC | COM | 852 | $16,543 | 128 | 0.00 | 0.00 | -320 | -71.43 | 03-31-2024 |
| VANGUARD WORLD FDS | CONSUM DIS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OKTA INC | CL A | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 03-31-2024 |
