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 |
|---|---|---|---|---|---|---|---|---|---|
| ENBRIDGE INC | COM | 901 | $943,229 | 26,503 | 0.00 | 0.00 | -11,115 | -29.55 | 06-30-2024 |
| HALLIBURTON CO | COM | 902 | $933,086 | 27,622 | 0.00 | 0.00 | 583 | 2.16 | 06-30-2024 |
| ISHARES TR | TIPS BD ETF | 903 | $929,295 | 8,703 | 0.00 | 8,703 | +Inf | 06-30-2024 | |
| UIPATH INC | CL A | 904 | $928,125 | 73,196 | 0.00 | 0.00 | 31,372 | 75.01 | 06-30-2024 |
