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 |
---|---|---|---|---|---|---|---|---|---|
HUBSPOT INC | COM | 501 | $285,458 | 484 | 0.00 | 0.00 | 35 | 7.80 | 06-30-2024 |
FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 502 | $281,001 | 3,714 | 0.00 | 0.00 | 100 | 2.77 | 06-30-2024 |
SANDY SPRING BANCORP INC | COM | 503 | $278,240 | 11,422 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
OTIS WORLDWIDE CORP | COM | 504 | $275,881 | 2,866 | 0.00 | 0.00 | -12 | -0.42 | 06-30-2024 |