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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | SKYBRIDGE CRYPTO | 2601 | $1,055,000 | 78,698 | 0.00 | 0.00 | 1,643 | 2.13 | 06-30-2024 |
| NUVEEN PENNSYLVANIA QLT MUN | COM | 2602 | $1,054,000 | 86,429 | 0.00 | 0.00 | 2,658 | 3.17 | 06-30-2024 |
| KIMCO RLTY CORP | COM | 2603 | $1,053,000 | 54,089 | 0.00 | 0.00 | -1,868 | -3.34 | 06-30-2024 |
| MONROE CAP CORP | COM | 2604 | $1,051,000 | 138,069 | 0.00 | 0.00 | 3,749 | 2.79 | 06-30-2024 |
