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 |
|---|---|---|---|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M APR | 1551 | $364,441 | 11,958 | 0.00 | 11,958 | +Inf | 06-30-2024 | |
| ISHARES TR | ESG AWRE USD ETF | 1552 | $363,772 | 16,011 | 0.00 | 16,011 | +Inf | 06-30-2024 | |
| NUTANIX INC | CL A | 1553 | $363,669 | 6,397 | 0.00 | 0.00 | -4,862 | -43.18 | 06-30-2024 |
| STURM RUGER &CO INC | COM | 1554 | $361,341 | 8,676 | 0.00 | 0.00 | -1,038 | -10.69 | 06-30-2024 |
