Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 08-14-2024 | 06-30-2024 | 3206 | 86,516,438,221 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEWY INC | COMMON STOCK | 1051 | $244,125 | 8,962 | 0.00 | 0.00 | 8,017 | 848.36 | 06-30-2024 |
| CARRIER GLOBAL CORP | COM | 1052 | $243,867 | 3,866 | 0.00 | 0.00 | -1,450 | -27.28 | 06-30-2024 |
| ISHARES CURENCY HEDGED MSCI | ETFs | 1053 | $243,773 | 5,586 | 0.00 | 5,586 | +Inf | 06-30-2024 | |
| WEC ENERGY GROUP INC | COMMON STOCK | 1054 | $243,633 | 3,105 | 0.00 | 0.00 | 3,055 | 6110.00 | 06-30-2024 |
