Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 05-02-2024 | 03-31-2024 | 1310 | 4,433,365,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | Liquidated | $0 | 0 | 0.00 | 12,619 | +Inf | 03-31-2024 | |
| MARSH &MCLENNAN COS INC | COM | 552 | $2,069,545 | 10,047 | 0.00 | 0.00 | 510 | 5.35 | 03-31-2024 |
| ISHARES TR | MSCI AC ASIA ETF | Liquidated | $0 | 0 | 0.00 | 82,658 | +Inf | 03-31-2024 | |
| REALTY INCOME CORP | COM | 554 | $2,051,381 | 37,739 | 0.00 | 0.00 | 22,793 | 152.50 | 03-31-2024 |
