Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FOUNDERS FINANCIAL SECURITIES LLC | 07-08-2024 | 06-30-2024 | 424 | 1,057,388,782 |
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 |