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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | 15+ YR US TIPS | 4151 | $299,000 | 5,523 | 0.00 | 0.00 | -275 | -4.74 | 06-30-2024 |
| SLM CORP | COM | 4152 | $298,000 | 14,316 | 0.00 | 14,316 | +Inf | 06-30-2024 | |
| INVESCO EXCHANGE TRADED FD T | S&P SPIN OFF | 4153 | $297,000 | 4,265 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SYNAPTICS INC | COM | 4154 | $297,000 | 3,362 | 0.00 | 0.00 | -577 | -14.65 | 06-30-2024 |
