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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 1101 | $665,035 | 13,763 | 0.00 | 13,763 | +Inf | 06-30-2024 | |
| VEEVA SYS INC | CL A COM | 1102 | $664,143 | 3,629 | 0.00 | 0.00 | 152 | 4.37 | 06-30-2024 |
| MONSTER BEVERAGE CORP NEW | COM | 1103 | $663,386 | 13,281 | 0.00 | 0.00 | -22,858 | -63.25 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1104 | $655,552 | 5,820 | 0.00 | 5,820 | +Inf | 06-30-2024 |
