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 |
|---|---|---|---|---|---|---|---|---|---|
| EA SERIES TRUST | STRIVE 500 ETF | 1651 | $3,310,000 | 94,657 | 0.01 | 0.01 | -1,770 | -1.84 | 06-30-2024 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 1652 | $3,304,000 | 67,754 | 0.01 | 0.01 | 2,226 | 3.40 | 06-30-2024 |
| LINCOLN NATL CORP IND | COM | 1653 | $3,304,000 | 106,238 | 0.01 | 0.01 | -15,674 | -12.86 | 06-30-2024 |
| STAG INDL INC | COM | 1654 | $3,296,000 | 91,400 | 0.01 | 0.01 | 2,783 | 3.14 | 06-30-2024 |
