Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 02-13-2024 | 12-31-2023 | 1422 | 66,497,612,993 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Westrock Co | COM | 1001 | $12,954 | 312 | 0.00 | 312 | +Inf | 12-31-2023 | |
| FIRST TRUST RISING DIVIDEND | ETF | 1002 | $12,918 | 250 | 0.00 | 250 | +Inf | 12-31-2023 | |
| MORGAN STANLEY | COMMON STOCK | 1003 | $12,589 | 135 | 0.00 | 135 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE-TRADED FD TR | ETF | 1004 | $12,579 | 300 | 0.00 | 300 | +Inf | 12-31-2023 |
