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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 551 | $2,170,875 | 36,001 | 0.00 | 0.00 | 960 | 2.74 | 06-30-2024 |
| NORFOLK SOUTHN CORP | COM | 552 | $2,163,477 | 10,077 | 0.00 | 0.00 | -45 | -0.44 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 553 | $2,152,877 | 36,582 | 0.00 | 36,582 | +Inf | 06-30-2024 | |
| SHERWIN WILLIAMS CO | COM | 554 | $2,152,280 | 7,212 | 0.00 | 0.00 | 295 | 4.26 | 06-30-2024 |
