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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINL INC | COM | 951 | $221,411 | 582 | 0.00 | 0.00 | -70 | -10.74 | 12-31-2023 |
| VERALTO CORP | COM SHS | 952 | $220,204 | 2,674 | 0.00 | 2,674 | +Inf | 12-31-2023 | |
| WARNER BROS DISCOVERY INC | COM SER A | 953 | $219,850 | 19,319 | 0.00 | 19,319 | +Inf | 12-31-2023 | |
| FEDEX CORP | COM | Liquidated | $0 | 0 | 0.00 | 826 | +Inf | 12-31-2023 |
