Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 07-08-2024 | 06-30-2024 | 424 | 1,057,388,782 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 101 | $2,383,623 | 19,254 | 0.00 | 0.00 | 3,452 | 21.85 | 06-30-2024 |
| CHEVRON CORP NEW | COM | 102 | $2,379,631 | 15,213 | 0.00 | 0.00 | 284 | 1.90 | 06-30-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 103 | $2,361,291 | 9,460 | 0.00 | 0.00 | 1,461 | 18.26 | 06-30-2024 |
| SEMPRA | COM | 104 | $2,289,030 | 30,095 | 0.00 | 0.00 | 1,818 | 6.43 | 06-30-2024 |
