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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | SHRT HGH YLD MUN | 1751 | $286,912 | 12,826 | 0.00 | 12,826 | +Inf | 06-30-2024 | |
| VERALTO CORP | COM SHS | 1752 | $286,092 | 2,997 | 0.00 | 0.00 | -636 | -17.51 | 06-30-2024 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 1753 | $286,030 | 10,653 | 0.00 | 0.00 | 2,472 | 30.22 | 06-30-2024 |
| FIRST TR MLP &ENERGY INCOM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,772 | -8.59 | 06-30-2024 |
