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 |
|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENCE RLTY TR INC | COM | 1501 | $3,942,000 | 210,340 | 0.01 | 0.00 | 41,751 | 24.76 | 06-30-2024 |
| VICTORY PORTFOLIOS II | VCSHS US 500 VOL | 1502 | $3,934,000 | 49,587 | 0.01 | 0.01 | -62 | -0.12 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 1503 | $3,921,000 | 148,961 | 0.01 | 0.01 | 10,950 | 7.93 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | 1504 | $3,912,000 | 168,381 | 0.01 | 0.01 | 5,309 | 3.26 | 06-30-2024 |
