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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NORTH AMERN NAT | 601 | $205,920 | 4,680 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | 602 | $204,786 | 6,452 | 0.00 | 0.00 | -41 | -0.63 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 603 | $204,294 | 4,918 | 0.00 | 0.00 | -184 | -3.61 | 06-30-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 604 | $204,201 | 1,170 | 0.00 | 1,170 | +Inf | 06-30-2024 |
