Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LPL FINANCIAL LLC | 02-12-2024 | 12-31-2023 | 4792 | 165,111,641,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 101 | $378,868,830 | 2,540,016 | 0.00 | 0.00 | 223,679 | 9.66 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 102 | $364,018,434 | 8,160,935 | 0.00 | 0.00 | 856,338 | 11.72 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 103 | $355,610,808 | 6,575,644 | 0.00 | 0.00 | 1,022,692 | 18.42 | 12-31-2023 |
| ISHARES TR | ESG AWR MSCI USA | 104 | $353,065,507 | 3,365,093 | 0.00 | 0.00 | 16,780 | 0.50 | 12-31-2023 |
