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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COMMON STOCK | 251 | $6,542,789 | 40,335 | 0.00 | 0.00 | 37,994 | 1622.98 | 06-30-2024 |
| Charles Schwab Investment Management Inc | ETF | 252 | $6,465,822 | 136,266 | 0.00 | 0.00 | -333 | -0.24 | 06-30-2024 |
| ISHARES TR ESG ADVANCED TOTAL | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 28,004 | 23.36 | 06-30-2024 |
| Accenture PLC | COM | 254 | $6,294,847 | 20,747 | 0.00 | 0.00 | 1,610 | 8.41 | 06-30-2024 |
