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 |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON OIL CORP | COM | 1401 | $4,530,000 | 158,012 | 0.01 | 0.01 | -6,984 | -4.23 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1402 | $4,518,000 | 122,464 | 0.01 | 0.01 | -736 | -0.60 | 06-30-2024 |
| ISHARES TR | GRWT ALLOCAT ETF | 1403 | $4,506,000 | 80,008 | 0.01 | 0.01 | -3,053 | -3.68 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | ULTRA SHT DUR MU | 1404 | $4,484,000 | 223,514 | 0.01 | 0.01 | -39,463 | -15.01 | 06-30-2024 |
