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 |
|---|---|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS | COM | 351 | $4,266,203 | 37,299 | 0.00 | 0.00 | 7,066 | 23.37 | 06-30-2024 |
| GLOBAL X FDS | NASDAQ 100 COVER | 352 | $4,249,968 | 240,519 | 0.00 | 240,519 | +Inf | 06-30-2024 | |
| SOUTHERN CO | COM | 353 | $4,248,602 | 54,771 | 0.00 | 0.00 | -2,172 | -3.81 | 06-30-2024 |
| AMERICAN ELEC PWR CO INC | COM | 354 | $4,099,843 | 46,727 | 0.00 | 0.00 | 888 | 1.94 | 06-30-2024 |
