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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | NUVEEN BLMBRG MU | 1351 | $14,411 | 315 | 0.00 | 0.00 | 14 | 4.65 | 06-30-2024 |
| KEYCORP | COM | 1352 | $14,369 | 1,011 | 0.00 | 0.00 | 1,000 | 9090.91 | 06-30-2024 |
| WATSCO INC | COM | 1353 | $14,360 | 31 | 0.00 | 0.00 | -47 | -60.26 | 06-30-2024 |
| THE TRADE DESK INC | COM CL A | 1354 | $14,357 | 147 | 0.00 | 0.00 | -106 | -41.90 | 06-30-2024 |
