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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES DOW JONES US | ETFs | 701 | $621,435 | 9,370 | 0.00 | 0.00 | 6,971 | 290.58 | 06-30-2024 |
| WORLD GOLD TR | ETFs | 702 | $613,873 | 13,319 | 0.00 | 13,319 | +Inf | 06-30-2024 | |
| ISHARES DOW JONES U S ENERGY | ETFs | 703 | $613,365 | 12,778 | 0.00 | 0.00 | 12,628 | 8418.67 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC CL A | COMMON STOCK | 704 | $612,241 | 1 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
