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 |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM Inc | COM | 851 | $400,551 | 2,011 | 0.00 | 0.00 | 154 | 8.29 | 06-30-2024 |
| VANGUARD ADMIRAL FUNDS INC | ETFs | 852 | $399,429 | 2,272 | 0.00 | 2,272 | +Inf | 06-30-2024 | |
| INVESCO EXCHANGE-TRADED FD TR | ETFs | 853 | $398,881 | 9,348 | 0.00 | 0.00 | 7,596 | 433.56 | 06-30-2024 |
| DIMENSIONAL ETF TR | ETFs | 854 | $396,947 | 13,792 | 0.00 | 0.00 | 4,406 | 46.94 | 06-30-2024 |
