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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN CORE PLUS IMPACT FUND | COM BEN INT | 1551 | $9,128 | 839 | 0.00 | 0.00 | 14 | 1.70 | 06-30-2024 |
| SOUNDHOUND AI INC | CLASS A COM | 1552 | $9,085 | 2,300 | 0.00 | 0.00 | 100 | 4.55 | 06-30-2024 |
| ERIE INDTY CO | CL A | 1553 | $9,060 | 25 | 0.00 | 0.00 | -11 | -30.56 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE EQT DEP NOV | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
