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
TRINITY INDS INC COM 2701 $209 7 0.00 7 +Inf 06-30-2024
MIDDLESEX WTR CO COM 2702 $209 4 0.00 4 +Inf 06-30-2024
CUSHMAN WAKEFIELD PLC SHS 2703 $208 20 0.00 20 +Inf 06-30-2024
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 2704 $208 2 0.00 0.00 0 0.00 06-30-2024
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