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
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
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