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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 151 | $1,662,765 | 59,427 | 0.00 | 0.00 | 36,759 | 162.16 | 06-30-2024 |
| STARBUCKS CORP | COM | 152 | $1,657,473 | 21,291 | 0.00 | 0.00 | -929 | -4.18 | 06-30-2024 |
| MEDTRONIC PLC | SHS | 153 | $1,634,965 | 20,772 | 0.00 | 0.00 | 2,532 | 13.88 | 06-30-2024 |
| ISHARES TR | CORE US AGGBD ET | 154 | $1,629,544 | 16,787 | 0.00 | 0.00 | -2,084 | -11.04 | 06-30-2024 |
