Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 06-30-2024 | 4719 | 4,837,070,162 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BALL CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -9 | -0.28 | 06-30-2024 |
| PRINCIPAL FINANCIAL GROUP IN | Stock | 1652 | $211,822 | 2,700 | 0.00 | 0.00 | -57 | -2.07 | 06-30-2024 |
| INNOVATOR ETFS TRUST | ETF | 1653 | $210,606 | 6,255 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CIMPRESS PLC | Stock | 1654 | $210,264 | 2,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
