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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE EQUITY ETF | ETF | Liquidated | $0 | 0 | 0.00 | 97,288 | +Inf | 03-31-2024 | |
| SPDR S&P 600 SMALL CAP GROWTH | ETFs | 252 | $2,722,188 | 31,207 | 0.00 | 31,207 | +Inf | 03-31-2024 | |
| Home Depot Inc/The | COM | 253 | $2,714,737 | 7,077 | 0.00 | 0.00 | -1,171 | -14.20 | 03-31-2024 |
| VANGUARD ETF/USA | ETF | 254 | $2,707,043 | 14,108 | 0.00 | 0.00 | -3,241,169 | -99.57 | 03-31-2024 |
