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 |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | 301 | $5,367,221 | 6,510 | 0.00 | 0.00 | 14 | 0.22 | 06-30-2024 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 302 | $5,320,404 | 27,007 | 0.00 | 0.00 | 41 | 0.15 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 303 | $5,297,313 | 32,246 | 0.00 | 32,246 | +Inf | 06-30-2024 | |
| GE AEROSPACE | COM NEW | 304 | $5,248,540 | 33,016 | 0.00 | 0.00 | 2,700 | 8.91 | 06-30-2024 |
