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 |
|---|---|---|---|---|---|---|---|---|---|
| BRITISH AMERN TOB PLC | SPONSORED ADR | 851 | $10,709,000 | 346,232 | 0.02 | 0.02 | 43,772 | 14.47 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 852 | $10,708,000 | 557,147 | 0.02 | 0.02 | 54,214 | 10.78 | 06-30-2024 |
| ISHARES TR | COHEN STEER REIT | 853 | $10,688,000 | 186,566 | 0.02 | 0.01 | 80,836 | 76.46 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 854 | $10,640,000 | 111,382 | 0.02 | 0.02 | -2,733 | -2.39 | 06-30-2024 |
