Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 04-29-2024 | 03-31-2024 | 4019 | 60,181,155,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WILEY JOHN & SONS INC | CL A | 3951 | $321,000 | 8,430 | 0.00 | 0.00 | 392 | 4.88 | 03-31-2024 |
| VALKYRIE ETF TRUST II | BITCOIN AND ETHE | 3952 | $321,000 | 15,169 | 0.00 | 0.00 | 57 | 0.38 | 03-31-2024 |
| NUVEEN MINN QUALITY MUN INM | SHS | 3953 | $320,000 | 28,435 | 0.00 | 0.00 | 8,146 | 40.15 | 03-31-2024 |
| VANECK ETF TRUST | NATURAL RESOURC | 3954 | $320,000 | 6,274 | 0.00 | 0.00 | -310 | -4.71 | 03-31-2024 |
