Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LARSON FINANCIAL GROUP LLC | 08-01-2024 | 06-30-2024 | 2433 | 1,466,914,524 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIYIELD QUALITY | COM | 1201 | $20,124 | 1,800 | 0.00 | 1,800 | +Inf | 06-30-2024 | |
| FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 1202 | $20,100 | 199 | 0.00 | 0.00 | -22 | -9.95 | 06-30-2024 |
| SPOTIFY TECHNOLOGY S A | SHS | 1203 | $20,083 | 64 | 0.00 | 0.00 | 14 | 28.00 | 06-30-2024 |
| ISHARES TR | U S EQUITY FACTR | 1204 | $19,993 | 359 | 0.00 | 359 | +Inf | 06-30-2024 |
