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 |
|---|---|---|---|---|---|---|---|---|---|
| CBRE GROUP INC | CL A | 2001 | $221,884 | 2,490 | 0.00 | 0.00 | -1,392 | -35.86 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 2002 | $221,318 | 15,025 | 0.00 | 15,025 | +Inf | 06-30-2024 | |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 2003 | $220,781 | 7,352 | 0.00 | 7,352 | +Inf | 06-30-2024 | |
| VANECK ETF TRUST | JP MRGAN EM LOC | 2004 | $220,765 | 9,284 | 0.00 | 9,284 | +Inf | 06-30-2024 |
