Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | 02-16-2024 | 12-31-2023 | 661 | 1,768,999,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ETSY INC | COM | 951 | $213,891 | 2,639 | 0.00 | 2,639 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 952 | $213,664 | 3,860 | 0.00 | 3,860 | +Inf | 12-31-2023 | |
| HUMANA INC | COM | 953 | $213,466 | 466 | 0.00 | 0.00 | -1,999 | -81.10 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | US EQT DEEP DUFR | 954 | $212,981 | 5,681 | 0.00 | 0.00 | -1,794 | -24.00 | 12-31-2023 |
