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 |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 51 | $212,629,000 | 1,359,349 | 0.34 | 0.35 | 31,114 | 2.34 | 06-30-2024 |
| ABBVIE INC | COM | 52 | $211,721,000 | 1,234,379 | 0.34 | 0.37 | 19,662 | 1.62 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 53 | $202,305,000 | 1,231,467 | 0.32 | 0.33 | 56,575 | 4.82 | 06-30-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 54 | $201,187,000 | 889,304 | 0.32 | 0.30 | 8,047 | 0.91 | 06-30-2024 |
