Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 07-31-2024 | 06-30-2024 | 4033 | 63,172,730,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC | COM | 1051 | $7,477,000 | 118,071 | 0.01 | 0.01 | 44,408 | 60.29 | 06-30-2024 |
| ISHARES TR | AGGRES ALLOC ETF | 1052 | $7,448,000 | 99,596 | 0.01 | 0.01 | -4,684 | -4.49 | 06-30-2024 |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 1053 | $7,442,000 | 147,854 | 0.01 | 0.02 | -34,353 | -18.85 | 06-30-2024 |
| BERKLEY W R CORP | COM | 1054 | $7,430,000 | 94,555 | 0.01 | 0.01 | 2,331 | 2.53 | 06-30-2024 |
