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 |
|---|---|---|---|---|---|---|---|---|---|
| MP MATLS CORP | COMMON STOCK | 951 | $301,968 | 23,721 | 0.00 | 0.00 | 12,909 | 119.40 | 06-30-2024 |
| VANGUARD UTILITIES ETF | ETFs | 952 | $301,912 | 2,041 | 0.00 | 0.00 | 1,480 | 263.81 | 06-30-2024 |
| ISHARES INC | ETFs | 953 | $301,847 | 2,885 | 0.00 | 0.00 | 981 | 51.52 | 06-30-2024 |
| GLOBAL X FUNDS | ETFs | 954 | $301,663 | 8,149 | 0.00 | 8,149 | +Inf | 06-30-2024 |
