Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STEPHENS CONSULTING LLC 07-29-2024 06-30-2024 648 351,918,995
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CONSTELLATION ENERGY CORP COM 251 $29,240 146 0.00 0.00 0 0.00 06-30-2024
CONOCOPHILLIPS COM 252 $29,053 254 0.00 0.00 -196 -43.56 06-30-2024
ENTERPRISE PRODS PARTNERS L COM 253 $28,980 1,000 0.00 1,000 +Inf 06-30-2024
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 254 $28,688 422 0.00 0.00 -140 -24.91 06-30-2024
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