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 |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 251 | $6,563,583 | 523,412 | 0.00 | 0.00 | -23,939 | -4.37 | 06-30-2024 |
| ISHARES TR | S&P SML 600 GWT | 252 | $6,538,449 | 50,911 | 0.00 | 50,911 | +Inf | 06-30-2024 | |
| AT&T INC | COM | 253 | $6,482,216 | 339,205 | 0.00 | 0.00 | 24,513 | 7.79 | 06-30-2024 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 254 | $6,471,193 | 144,028 | 0.00 | 0.00 | 42,765 | 42.23 | 06-30-2024 |
