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 | S&P 500A EQL | 3951 | $341,000 | 11,487 | 0.00 | 0.00 | 49 | 0.43 | 06-30-2024 |
| NUSHARES ETF TR | NUVEEN SHRT TERM | 3952 | $341,000 | 10,975 | 0.00 | 0.00 | -718 | -6.14 | 06-30-2024 |
| TEMPLETON EMERGING MKTS INCO | COM | 3953 | $341,000 | 63,993 | 0.00 | 0.00 | -2,693 | -4.04 | 06-30-2024 |
| INSIGHT SELECT INCOME FD | COM | 3954 | $341,000 | 20,871 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
