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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE ENHANCED EQUITY | COM | 2251 | $1,557,000 | 80,152 | 0.00 | 0.00 | -2,098 | -2.55 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 2252 | $1,556,000 | 46,079 | 0.00 | 0.00 | 1,436 | 3.22 | 06-30-2024 |
| WESTERN ASSET INTER MUNI FD | COM | 2253 | $1,552,000 | 197,490 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALIGN TECHNOLOGY INC | COM | 2254 | $1,549,000 | 6,416 | 0.00 | 0.00 | -746 | -10.42 | 06-30-2024 |
