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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN ENERGY | 3451 | $491,000 | 18,496 | 0.00 | 0.00 | -13 | -0.07 | 06-30-2024 |
| THEMES ETF TR | GENERATIVE ARTIF | 3452 | $490,000 | 17,484 | 0.00 | 0.00 | 3,074 | 21.33 | 06-30-2024 |
| INVESCO ACTIVELY MANAGED ETF | INVSCO HY BD FCT | Liquidated | $0 | 0 | 0.00 | 0.00 | -77 | -0.35 | 06-30-2024 |
| EA SERIES TRUST | STRIVE 1000 GRWT | 3454 | $486,000 | 12,196 | 0.00 | 0.00 | -202 | -1.63 | 06-30-2024 |
