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
DOCUSIGN INC COM 1451 $4,176,000 78,062 0.01 0.01 -2,132 -2.66 06-30-2024
ETF SER SOLUTIONS DISTILLATE US 1452 $4,172,000 81,180 0.01 0.01 -1,704 -2.06 06-30-2024
ETF SER SOLUTIONS NATIONWIDE NASDQ 1453 $4,169,000 165,366 0.01 0.01 -10,617 -6.03 06-30-2024
ISHARES TR A RATE CP BD ETF 1454 $4,169,000 88,970 0.01 0.00 41,820 88.70 06-30-2024
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