Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DA DAVIDSON & CO | 02-09-2024 | 12-31-2023 | 1360 | 10,199,431,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR HIGH INCOME LONG / | COM | 901 | $808,105 | 66,840 | 0.00 | 0.00 | 3,345 | 5.27 | 12-31-2023 |
| GUARDANT HEALTH INC | COM | 902 | $805,901 | 29,793 | 0.00 | 0.00 | 5,568 | 22.98 | 12-31-2023 |
| UNITY SOFTWARE INC | COM | 903 | $803,039 | 19,639 | 0.00 | 0.00 | 2,299 | 13.26 | 12-31-2023 |
| EATON VANCE ENHANCED EQUITY | COM | 904 | $802,248 | 48,386 | 0.00 | 0.00 | -4,858 | -9.12 | 12-31-2023 |
