Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EVOKE WEALTH LLC 02-12-2024 12-31-2023 591 4,672,464,649
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY Liquidated $0 0 0.00 0.00 -595 -5.97 12-31-2023
KLA CORP COM NEW 902 $242,980 417 0.00 417 +Inf 12-31-2023
FTI CONSULTING INC COM 903 $240,772 1,209 0.00 1,209 +Inf 12-31-2023
ESSENTIAL PPTYS RLTY TR INC COM 904 $240,237 9,295 0.00 9,295 +Inf 12-31-2023
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