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 |
|---|---|---|---|---|---|---|---|---|---|
| DISCOVER FINL SVCS | COM | 901 | $14,158 | 108 | 0.00 | 0.00 | -836 | -88.56 | 03-31-2024 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 902 | $14,071 | 1,285 | 0.00 | 0.00 | -144 | -10.08 | 03-31-2024 |
| ADAM NAT RES FD INC | COM | Liquidated | $0 | 0 | 0.00 | 600 | +Inf | 03-31-2024 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | Liquidated | $0 | 0 | 0.00 | 0.00 | 283 | 362.82 | 03-31-2024 |
