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 |
|---|---|---|---|---|---|---|---|---|---|
| DuPont de Nemours Inc | COM | 901 | $109,791 | 1,432 | 0.00 | 0.00 | -509 | -26.22 | 03-31-2024 |
| VANGUARD SHORT TERM INFLATION | ETFs | 902 | $108,929 | 2,275 | 0.00 | 2,275 | +Inf | 03-31-2024 | |
| CROWN CASTLE INC | REIT | 903 | $107,199 | 1,013 | 0.00 | 1,013 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TR | ETF | Liquidated | $0 | 0 | 0.00 | 3,103 | +Inf | 03-31-2024 |
