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 |
|---|---|---|---|---|---|---|---|---|---|
| ETF OPPORTUNITIES TRUST | AMERICAN CONSER | 2301 | $1,449,000 | 35,099 | 0.00 | 0.00 | 1,657 | 4.95 | 06-30-2024 |
| BLOCK H & R INC | COM | 2302 | $1,447,000 | 26,680 | 0.00 | 0.00 | 8,671 | 48.15 | 06-30-2024 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 2303 | $1,447,000 | 27,959 | 0.00 | 0.00 | -52 | -0.19 | 06-30-2024 |
| JOHN HANCOCK HEDGED EQUITY & | COM | 2304 | $1,444,000 | 138,969 | 0.00 | 0.00 | 2,358 | 1.73 | 06-30-2024 |
