Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 04-29-2024 | 03-31-2024 | 4019 | 60,181,155,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $2,060,276,000 | 12,014,673 | 3.42 | 4.25 | -21,706 | -0.18 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $1,470,823,000 | 3,495,967 | 2.44 | 2.38 | 47,748 | 1.38 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $1,470,720,000 | 2,797,480 | 2.44 | 2.47 | -24,718 | -0.88 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $1,118,552,000 | 1,237,938 | 1.86 | 1.12 | 2,808 | 0.23 | 03-31-2024 |
