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 |
|---|---|---|---|---|---|---|---|---|---|
| TERADYNE INC COM | Stock | 951 | $56,077 | 497 | 0.00 | 0.00 | 116 | 30.45 | 03-31-2024 |
| JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF JPMORGAN DIVERSIFIE | ETF | 952 | $55,905 | 1,046 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CALAMOS CONVERTIBLE EQUITY ALTERNATIVE ETF | ETF | 953 | $55,841 | 2,006 | 0.00 | 2,006 | +Inf | 03-31-2024 | |
| VANGUARD COMMUNICATION SERVICES ETF | ETF | 954 | $55,646 | 424 | 0.00 | 0.00 | 1 | 0.24 | 03-31-2024 |
