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 |
|---|---|---|---|---|---|---|---|---|---|
| JONES LANG LASALLE INC | COMMON STOCK | 1601 | $65,895 | 321 | 0.00 | 0.00 | 288 | 872.73 | 06-30-2024 |
| Dover Corp | COM | 1602 | $65,503 | 363 | 0.00 | 0.00 | 10 | 2.83 | 06-30-2024 |
| LEMONADE INC | COMMON STOCK | 1603 | $65,159 | 3,949 | 0.00 | 3,949 | +Inf | 06-30-2024 | |
| FIRST TR DOW JONES SELECT | ETFs | 1604 | $64,915 | 1,083 | 0.00 | 1,083 | +Inf | 06-30-2024 |
