Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 05-14-2024 | 03-31-2024 | 1913 | 73,370,478,974 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EVERSOURCE ENERGY | COMMON STOCK | 2001 | $5,977 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
| WINTRUST FINANCIAL CORP | COMMON STOCK | 2002 | $5,950 | 57 | 0.00 | 57 | +Inf | 03-31-2024 | |
| Hewlett Packard Enterprise Co | COM | 2003 | $5,922 | 334 | 0.00 | 0.00 | -253 | -43.10 | 03-31-2024 |
| AMERICAN CENTY ETF TR | ETFs | 2004 | $5,912 | 92 | 0.00 | 92 | +Inf | 03-31-2024 |
