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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROCHIP TECHNOLOGY INC. | COM | 551 | $172,478 | 1,885 | 0.00 | 1,885 | +Inf | 06-30-2024 | |
| VEEVA SYS INC | CL A COM | 552 | $172,212 | 941 | 0.00 | 0.00 | 928 | 7138.46 | 06-30-2024 |
| FIRST TR EXCH TRD ALPHDX FD | DEV MRK EX US | 553 | $171,707 | 3,119 | 0.00 | 0.00 | 90 | 2.97 | 06-30-2024 |
| LAUDER ESTEE COS INC | CL A | 554 | $171,204 | 1,609 | 0.00 | 0.00 | 1,601 | 20012.50 | 06-30-2024 |
