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
ISHARES TR EXPANDED TECH 601 $17,364,000 199,814 0.03 0.03 977 0.49 06-30-2024
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 602 $17,358,000 513,463 0.03 0.03 -18,587 -3.49 06-30-2024
ISHARES TR GLOBAL 100 ETF 603 $17,349,000 179,636 0.03 0.03 9,244 5.43 06-30-2024
STANLEY BLACK & DECKER INC COM 604 $17,285,000 216,359 0.03 0.04 -96 -0.04 06-30-2024
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