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 |
|---|---|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORPORATION | COM | 951 | $12,498 | 215 | 0.00 | 0.00 | -522 | -70.83 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 952 | $12,376 | 217 | 0.00 | 0.00 | 85 | 64.39 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP VAL | 953 | $12,364 | 149 | 0.00 | 0.00 | -418 | -73.72 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 954 | $12,307 | 255 | 0.00 | 0.00 | 201 | 372.22 | 03-31-2024 |
