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 |
|---|---|---|---|---|---|---|---|---|---|
| Eli Lilly & Co | COM | 151 | $12,981,338 | 14,338 | 0.00 | 0.00 | 7,413 | 107.05 | 06-30-2024 |
| Linde PLC | SPON ADR | 152 | $12,935,680 | 29,479 | 0.00 | 0.00 | -408 | -1.37 | 06-30-2024 |
| ISHARES CORE MSCI | ETFs | 153 | $12,769,015 | 238,539 | 0.00 | 0.00 | 93,198 | 64.12 | 06-30-2024 |
| American Tower Corp | COM | 154 | $12,713,618 | 65,406 | 0.00 | 0.00 | 2,094 | 3.31 | 06-30-2024 |
