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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | TRENDPILOT 100 | 601 | $1,913,629 | 26,545 | 0.00 | 26,545 | +Inf | 06-30-2024 | |
| UNILEVER PLC | SPON ADR NEW | 602 | $1,912,881 | 34,786 | 0.00 | 0.00 | -14,441 | -29.34 | 06-30-2024 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 603 | $1,901,175 | 27,714 | 0.00 | 27,714 | +Inf | 06-30-2024 | |
| ISHARES TR | BLACKROCK ULTRA | 604 | $1,881,992 | 37,245 | 0.00 | 37,245 | +Inf | 06-30-2024 |
