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 |
|---|---|---|---|---|---|---|---|---|---|
| AMETEK Inc | COM | 501 | $493,464 | 2,698 | 0.00 | 0.00 | -4 | -0.15 | 03-31-2024 |
| 3M Co | COM | 502 | $492,907 | 4,647 | 0.00 | 0.00 | 3 | 0.06 | 03-31-2024 |
| FIRST TRUST PREFERRED | ETFs | 503 | $482,178 | 27,839 | 0.00 | 27,839 | +Inf | 03-31-2024 | |
| State Street Corp | COM | 504 | $479,461 | 6,201 | 0.00 | 0.00 | -1,306 | -17.40 | 03-31-2024 |
