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 |
|---|---|---|---|---|---|---|---|---|---|
| BECTON DICKINSON | COM | 801 | $151,934 | 614 | 0.00 | 0.00 | -199 | -24.48 | 03-31-2024 |
| EOG Resources Inc | COM | 802 | $151,363 | 1,184 | 0.00 | 0.00 | 827 | 231.65 | 03-31-2024 |
| SOFI TECHNOLOGIES INC | COMMON STOCK | 803 | $150,949 | 20,678 | 0.00 | 0.00 | 16,295 | 371.78 | 03-31-2024 |
| WISDOM TREE US QUALITY | ETFs | 804 | $150,371 | 1,974 | 0.00 | 1,974 | +Inf | 03-31-2024 |
