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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION ENERGY CORP | COMMON STOCK | 1351 | $119,964 | 599 | 0.00 | 0.00 | 349 | 139.60 | 06-30-2024 |
| MARKEL GROUP INC | COMMON STOCK | 1352 | $119,750 | 76 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD II | ETFs | 1353 | $119,362 | 1,142 | 0.00 | 1,142 | +Inf | 06-30-2024 | |
| EBAY INC | COMMON STOCK | 1354 | $119,208 | 2,219 | 0.00 | 0.00 | 1,716 | 341.15 | 06-30-2024 |
