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 |
|---|---|---|---|---|---|---|---|---|---|
| MFS MULTIMARKET INCOME TR | SH BEN INT | 2901 | $788,000 | 168,469 | 0.00 | 0.00 | 32,358 | 23.77 | 06-30-2024 |
| STELLANTIS N.V | SHS | 2902 | $787,000 | 39,657 | 0.00 | 0.00 | 2,470 | 6.64 | 06-30-2024 |
| EATON VANCE MUNI INCOME TRUS | SH BEN INT | 2903 | $787,000 | 76,083 | 0.00 | 0.00 | -7,350 | -8.81 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT HE | 2904 | $787,000 | 18,310 | 0.00 | 0.00 | -733 | -3.85 | 06-30-2024 |
