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 |
|---|---|---|---|---|---|---|---|---|---|
| QUIPT HOME MEDICAL CORP | COM | 1451 | $405,720 | 126,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 1452 | $405,488 | 12,573 | 0.00 | 0.00 | 4,898 | 63.82 | 06-30-2024 |
| DOLLAR TREE INC | COM | 1453 | $404,658 | 3,790 | 0.00 | 0.00 | 1,076 | 39.65 | 06-30-2024 |
| PURE STORAGE INC | CL A | 1454 | $402,532 | 6,269 | 0.00 | 0.00 | -29 | -0.46 | 06-30-2024 |
