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 |
|---|---|---|---|---|---|---|---|---|---|
| ATMOS ENERGY CORP | COM | 1801 | $2,757,000 | 23,632 | 0.00 | 0.00 | 1,581 | 7.17 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US SML CP PWR B | 1802 | $2,756,000 | 96,406 | 0.00 | 0.00 | 5 | 0.01 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 1803 | $2,751,000 | 85,956 | 0.00 | 0.00 | 1,571 | 1.86 | 06-30-2024 |
| FORTUNE BRANDS INNOVATIONS I | COM | 1804 | $2,751,000 | 42,359 | 0.00 | 0.01 | -4,230 | -9.08 | 06-30-2024 |
