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 |
|---|---|---|---|---|---|---|---|---|---|
| DOVER CORP | COM | 751 | $81,140 | 450 | 0.00 | 0.00 | 89 | 24.65 | 06-30-2024 |
| ISHARES TR | CHINA LG-CAP ETF | 752 | $81,063 | 3,119 | 0.00 | 0.00 | -614 | -16.45 | 06-30-2024 |
| ROBERT HALF INC. | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 376 | 69.76 | 06-30-2024 |
| WHEATON PRECIOUS METALS CORP | COM | 754 | $80,210 | 1,530 | 0.00 | 0.00 | 16 | 1.06 | 06-30-2024 |
