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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P OILGAS EXP | 801 | $1,143,132 | 7,858 | 0.00 | 7,858 | +Inf | 06-30-2024 | |
| CARRIER GLOBAL CORPORATION | COM | 802 | $1,142,636 | 18,114 | 0.00 | 0.00 | -14 | -0.08 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 803 | $1,140,603 | 31,113 | 0.00 | 31,113 | +Inf | 06-30-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 804 | $1,140,558 | 38,585 | 0.00 | 38,585 | +Inf | 06-30-2024 |
