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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | 3851 | $364,000 | 5,868 | 0.00 | 0.00 | -161 | -2.67 | 06-30-2024 |
| ECOVYST INC | COM | 3852 | $364,000 | 40,600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TRUST FOR PROFESSIONAL MANAG | ACTIVEPASSIVE US | Liquidated | $0 | 0 | 0.00 | 11,264 | +Inf | 06-30-2024 | |
| TRUSTMARK CORP | COM | 3854 | $363,000 | 12,070 | 0.00 | 0.00 | -917 | -7.06 | 06-30-2024 |
