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 |
|---|---|---|---|---|---|---|---|---|---|
| STERIS PLC | COM | 2901 | $5,708 | 26 | 0.00 | 0.00 | 25 | 2500.00 | 06-30-2024 |
| Atkore Inc | COM | 2902 | $5,667 | 42 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE US LARGECAP | ETFs | 2903 | $5,650 | 78 | 0.00 | 78 | +Inf | 06-30-2024 | |
| Ferguson PLC | COM | 2904 | $5,616 | 29 | 0.00 | 0.00 | -40 | -57.97 | 06-30-2024 |
