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 |
|---|---|---|---|---|---|---|---|---|---|
| Verisk Analytics Inc | COM | 2451 | $13,478 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PIMCO LOW DURATION EXCHANGE | ETFs | 2452 | $13,443 | 142 | 0.00 | 142 | +Inf | 06-30-2024 | |
| APTARGROUP INC | COMMON STOCK | 2453 | $13,407 | 95 | 0.00 | 0.00 | 20 | 26.67 | 06-30-2024 |
| FTI CONSULTING INC | COMMON STOCK | 2454 | $13,363 | 62 | 0.00 | 62 | +Inf | 06-30-2024 |
