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 |
|---|---|---|---|---|---|---|---|---|---|
| Palo Alto Networks Inc | COM | 1201 | $170,522 | 503 | 0.00 | 0.00 | 107 | 27.02 | 06-30-2024 |
| SPDR INDEX SHS FDS | ETFs | 1202 | $169,430 | 4,921 | 0.00 | 4,921 | +Inf | 06-30-2024 | |
| VANECK ETF TR | ETFs | 1203 | $168,653 | 9,921 | 0.00 | 0.00 | 58 | 0.59 | 06-30-2024 |
| BROADRIDGE FINL SOLUTIONS INC | COMMON STOCK | 1204 | $167,929 | 852 | 0.00 | 0.00 | 818 | 2405.88 | 06-30-2024 |
