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
INNOVATOR ETFS TRUST LADERD ALCTN PWR 351 $567,777 13,244 0.00 0.00 -14,721 -52.64 06-30-2024
INTUIT COM 352 $566,515 862 0.00 0.00 143 19.89 06-30-2024
BRISTOL-MYERS SQUIBB CO COM 353 $565,321 13,612 0.00 0.00 1,212 9.77 06-30-2024
JANUS DETROIT STR TR HENDERSON MTG 354 $563,215 12,614 0.00 0.00 551 4.57 06-30-2024
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