Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 05-02-2024 | 03-31-2024 | 1310 | 4,433,365,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI GBL MIN VOL | Liquidated | $0 | 0 | 0.00 | 278,581 | +Inf | 03-31-2024 | |
| VANGUARD BD INDEX FDS | INTERMED TERM | Liquidated | $0 | 0 | 0.00 | 182,613 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | YIELD ENHANCD US | Liquidated | $0 | 0 | 0.00 | 199,204 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | Liquidated | $13,911,047 | 172,529 | 0.00 | 0.00 | 172,529 | +Inf | 03-31-2024 |
