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 |
|---|---|---|---|---|---|---|---|---|---|
| ABERCROMBIE & FITCH CO | CL A | 1151 | $610,880 | 3,435 | 0.00 | 0.00 | 231 | 7.21 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 1152 | $609,578 | 6,045 | 0.00 | 6,045 | +Inf | 06-30-2024 | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 1153 | $606,087 | 16,167 | 0.00 | 16,167 | +Inf | 06-30-2024 | |
| LOEWS CORP | COM | 1154 | $605,547 | 8,102 | 0.00 | 0.00 | -10 | -0.12 | 06-30-2024 |
