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 |
|---|---|---|---|---|---|---|---|---|---|
| KKR & CO INC | COM | 951 | $850,294 | 8,080 | 0.00 | 0.00 | -1,610 | -16.62 | 06-30-2024 |
| IDEXX LABS INC | COM | 952 | $848,702 | 1,742 | 0.00 | 0.00 | 178 | 11.38 | 06-30-2024 |
| ISHARES TR | GLOBAL ENERG ETF | 953 | $843,247 | 20,314 | 0.00 | 20,314 | +Inf | 06-30-2024 | |
| ALPS ETF TR | ALERIAN MLP | 954 | $842,805 | 17,566 | 0.00 | 17,566 | +Inf | 06-30-2024 |
