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
DARDEN RESTAURANTS INC COM 1301 $492,633 3,256 0.00 0.00 28 0.87 06-30-2024
T ROWE PRICE ETF INC PRICE DIV GRWT 1302 $491,569 12,768 0.00 12,768 +Inf 06-30-2024
WABTEC COM 1303 $490,380 3,103 0.00 0.00 1,488 92.14 06-30-2024
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 1304 $490,340 20,162 0.00 20,162 +Inf 06-30-2024
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