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 |
|---|---|---|---|---|---|---|---|---|---|
| GERON CORP | COM | 2551 | $1,112,000 | 262,324 | 0.00 | 0.00 | 10,608 | 4.21 | 06-30-2024 |
| EA SERIES TRUST | STRIVE US ENERGY | 2552 | $1,110,000 | 37,069 | 0.00 | 0.00 | -2,750 | -6.91 | 06-30-2024 |
| NATERA INC | COM | 2553 | $1,107,000 | 10,218 | 0.00 | 0.00 | -5,004 | -32.87 | 06-30-2024 |
| CALAMOS ETF TR | NASDAQ 100 STRUC | 2554 | $1,106,000 | 46,075 | 0.00 | 46,075 | +Inf | 06-30-2024 |
