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
SCHWAB STRATEGIC TR INTL SCEQT ETF 1201 $570,884 16,045 0.00 16,045 +Inf 06-30-2024
QUICKLOGIC CORP COM NEW 1202 $567,876 54,656 0.00 54,656 +Inf 06-30-2024
INDEXIQ ACTIVE ETF TR IQ WINSLOW LR CP 1203 $565,599 12,697 0.00 12,697 +Inf 06-30-2024
ISHARES TR MRGSTR MD CP GRW 1204 $565,011 8,340 0.00 8,340 +Inf 06-30-2024
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