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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | GLOBX SUPDV US | 2151 | $186,225 | 10,796 | 0.00 | 10,796 | +Inf | 06-30-2024 | |
| INVESCO MUN OPPORTUNITY TR | COM | 2152 | $175,368 | 17,398 | 0.00 | 0.00 | 45 | 0.26 | 06-30-2024 |
| SOFI TECHNOLOGIES INC | COM | 2153 | $172,065 | 26,031 | 0.00 | 0.00 | -15,535 | -37.37 | 06-30-2024 |
| LUCID GROUP INC | COM | 2154 | $169,970 | 65,122 | 0.00 | 0.00 | 16,627 | 34.29 | 06-30-2024 |
