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 |
---|---|---|---|---|---|---|---|---|---|
AFLAC INC | COM | 401 | $462,486 | 5,178 | 0.00 | 0.00 | 296 | 6.06 | 06-30-2024 |
INVESCO DB COMMDY INDX TRCK | UNIT | 402 | $461,371 | 19,861 | 0.00 | 0.00 | -5,842 | -22.73 | 06-30-2024 |
HERSHEY CO | COM | 403 | $460,087 | 2,503 | 0.00 | 0.00 | 103 | 4.29 | 06-30-2024 |
PFIZER INC | COM | 404 | $459,274 | 16,414 | 0.00 | 0.00 | 2,558 | 18.46 | 06-30-2024 |