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 |
|---|---|---|---|---|---|---|---|---|---|
| ACADIA HEALTHCARE COMPANY IN | COM | 3401 | $513,000 | 7,595 | 0.00 | 0.00 | 257 | 3.50 | 06-30-2024 |
| NEUBERGER BERMAN MUN FD INC | COM | 3402 | $512,000 | 47,948 | 0.00 | 0.00 | -10,213 | -17.56 | 06-30-2024 |
| TWO RDS SHARED TR | LEADERSHARES DY | 3403 | $510,000 | 22,706 | 0.00 | 0.00 | 213 | 0.95 | 06-30-2024 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 3404 | $510,000 | 10,105 | 0.00 | 0.00 | -2,557 | -20.19 | 06-30-2024 |
