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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | INTERMED TERM | 201 | $61,447,000 | 820,501 | 0.10 | 0.09 | 75,269 | 10.10 | 06-30-2024 |
| STRYKER CORPORATION | COM | 202 | $61,433,000 | 180,551 | 0.10 | 0.11 | 441 | 0.24 | 06-30-2024 |
| WASTE MGMT INC DEL | COM | 203 | $61,351,000 | 287,575 | 0.10 | 0.10 | 9,536 | 3.43 | 06-30-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 204 | $60,894,000 | 650,232 | 0.10 | 0.10 | -15,405 | -2.31 | 06-30-2024 |
