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
GREEN DOT CORPORATION CL A COMMON STOCK 2651 $998 107 0.00 107 +Inf 03-31-2024
Huntington Bancshares Inc/OH COM Liquidated $0 0 0.00 77 +Inf 03-31-2024
BREAD FINL HLDGS INC COMMON STOCK 2653 $978 26 0.00 26 +Inf 03-31-2024
SIRIUS XM HOLDINGS INC COMMON STOCK 2654 $970 250 0.00 0.00 0 0.00 03-31-2024
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