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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE SMALLCAP DIV ETF | ETFs | 351 | $3,437,364 | 110,349 | 0.00 | 0.00 | 59,177 | 115.64 | 06-30-2024 |
| S&P GLOBAL INC | COMMON STOCK | 352 | $3,399,855 | 7,623 | 0.00 | 0.00 | 6,578 | 629.47 | 06-30-2024 |
| VANGUARD INTERMEDIATE-TERM | ETFs | 353 | $3,394,870 | 58,301 | 0.00 | 0.00 | 26,063 | 80.85 | 06-30-2024 |
| MERCADOLIBRE INC | COMMON STOCK | 354 | $3,391,978 | 2,064 | 0.00 | 0.00 | 1,546 | 298.46 | 06-30-2024 |
