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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 451 | $2,847,178 | 15,610 | 0.00 | 15,610 | +Inf | 06-30-2024 | |
| GENERAL MLS INC | COM | 452 | $2,832,468 | 44,775 | 0.00 | 0.00 | 13,382 | 42.63 | 06-30-2024 |
| REGIONS FINANCIAL CORP NEW | COM | 453 | $2,830,656 | 141,250 | 0.00 | 0.00 | 2,396 | 1.73 | 06-30-2024 |
| PROLOGIS INC. | COM | 454 | $2,812,756 | 25,045 | 0.00 | 0.00 | -1,412 | -5.34 | 06-30-2024 |
