Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI JP VALUE | 101 | $2,295,163 | 69,069 | 0.00 | 0.00 | 145 | 0.21 | 03-31-2024 |
| HOME DEPOT INC | COM | 102 | $2,199,745 | 5,734 | 0.00 | 0.00 | -1,571 | -21.51 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 103 | $2,190,758 | 27,211 | 0.00 | 0.00 | 18,158 | 200.57 | 03-31-2024 |
| LINDE PLC | SHS | 104 | $2,180,447 | 4,696 | 0.00 | 0.00 | 91 | 1.98 | 03-31-2024 |
