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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES RIV LABS INTL INC | COM | 1801 | $4,958 | 24 | 0.00 | 0.00 | 11 | 84.62 | 06-30-2024 |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 1802 | $4,949 | 113 | 0.00 | 0.00 | -121 | -51.71 | 06-30-2024 |
| TWILIO INC | CL A | 1803 | $4,942 | 87 | 0.00 | 0.00 | 35 | 67.31 | 06-30-2024 |
| INSULET CORP | COM | 1804 | $4,843 | 24 | 0.00 | 0.00 | 23 | 2300.00 | 06-30-2024 |
