Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EVOKE WEALTH LLC | 02-12-2024 | 12-31-2023 | 591 | 4,672,464,649 |
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 |