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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | ETFs | 601 | $321,968 | 4,165 | 0.00 | 4,165 | +Inf | 03-31-2024 | |
| BRISTOL-MYERS SQUIBB CO | COMMON STOCK | 602 | $321,565 | 5,930 | 0.00 | 0.00 | 5,621 | 1819.09 | 03-31-2024 |
| PINTEREST INC | COMMON STOCK | 603 | $321,192 | 9,264 | 0.00 | 0.00 | 4,701 | 103.02 | 03-31-2024 |
| 3M CO | COMMON STOCK | 604 | $320,752 | 3,024 | 0.00 | 0.00 | 2,932 | 3186.96 | 03-31-2024 |
