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
RB GLOBAL INC FOREIGN 2051 $5,180 68 0.00 68 +Inf 03-31-2024
AGCO CORP COMMON STOCK 2052 $5,180 42 0.00 42 +Inf 03-31-2024
NextEra Energy Equity Partners COM Liquidated $0 0 0.00 0.00 -2 -2.22 12-31-2023
KBR INC COMMON STOCK 2054 $5,156 81 0.00 81 +Inf 03-31-2024
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