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 |
|---|---|---|---|---|---|---|---|---|---|
| D R HORTON INC | COMMON STOCK | 801 | $464,342 | 3,295 | 0.00 | 0.00 | 2,988 | 973.29 | 06-30-2024 |
| AXOS FINANCIAL INC | COMMON STOCK | 802 | $462,629 | 8,095 | 0.00 | 0.00 | 1,515 | 23.02 | 06-30-2024 |
| TRANE TECHNOLOGIES PLC COM | FOREIGN | 803 | $462,625 | 1,406 | 0.00 | 0.00 | 1,211 | 621.03 | 06-30-2024 |
| SELECT SECTOR SPDR | ETF | 804 | $462,313 | 6,037 | 0.00 | 0.00 | 354 | 6.23 | 06-30-2024 |
