Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP COM | Stock | 901 | $65,309 | 903 | 0.00 | 0.00 | 38 | 4.39 | 03-31-2024 |
| VALE S A SPONSORED ADS | ADR | 902 | $64,290 | 5,274 | 0.00 | 0.00 | 2,572 | 95.19 | 03-31-2024 |
| SPDR S&P 400 MID CAP VALUE ETF | ETF | 903 | $63,916 | 841 | 0.00 | 0.00 | 61 | 7.82 | 03-31-2024 |
| DIAGEO PLC | ADR | 904 | $63,809 | 429 | 0.00 | 0.00 | -315 | -42.34 | 03-31-2024 |
