Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 08-12-2024 | 06-30-2024 | 1351 | 4,994,103,422 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $220,542,181 | 1,047,109 | 0.00 | 0.00 | 68,963 | 7.05 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $169,575,037 | 1,372,633 | 0.00 | 0.00 | 1,280,073 | 1382.97 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $140,126,423 | 313,517 | 0.00 | 0.00 | 30,266 | 10.69 | 06-30-2024 |
| AMAZON COM INC | COM | 4 | $123,901,964 | 641,149 | 0.00 | 0.00 | 80,961 | 14.45 | 06-30-2024 |
