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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | INF TECH ETF | 101 | $14,270,048 | 24,749 | 0.00 | 24,749 | +Inf | 06-30-2024 | |
| ISHARES TR | RUS MD CP GR ETF | 102 | $14,138,178 | 128,121 | 0.00 | 128,121 | +Inf | 06-30-2024 | |
| ADVANCED MICRO DEVICES INC | COM | 103 | $14,091,174 | 86,870 | 0.00 | 0.00 | 20,066 | 30.04 | 06-30-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 104 | $13,992,943 | 44,534 | 0.00 | 44,534 | +Inf | 06-30-2024 |
