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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FUNDS INC | ETFs | 2001 | $29,733 | 300 | 0.00 | 300 | +Inf | 06-30-2024 | |
| BROOKS AUTOMATION INC NEW | COMMON STOCK | 2002 | $29,466 | 560 | 0.00 | 0.00 | 498 | 803.23 | 06-30-2024 |
| GLOBAL X FDS | ETFs | 2003 | $29,410 | 1,336 | 0.00 | 1,336 | +Inf | 06-30-2024 | |
| KITE REALTY GROUP INC | REIT | 2004 | $29,385 | 1,313 | 0.00 | 1,313 | +Inf | 06-30-2024 |
