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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 151 | $10,684,677 | 100,175 | 0.00 | 100,175 | +Inf | 06-30-2024 | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 152 | $10,529,496 | 219,136 | 0.00 | 219,136 | +Inf | 06-30-2024 | |
| ISHARES TR | RUS TP200 VL ETF | 153 | $10,457,502 | 139,769 | 0.00 | 139,769 | +Inf | 06-30-2024 | |
| UNITED PARCEL SERVICE INC | CL B | 154 | $10,443,848 | 76,316 | 0.00 | 0.00 | -5,642 | -6.88 | 06-30-2024 |
