Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 02-05-2024 | 12-31-2023 | 1220 | 3,919,018,814 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATIVE INDL PPTYS INC | COM | 1001 | $606,910 | 5,913 | 0.00 | 5,913 | +Inf | 12-31-2023 | |
| ECOLAB INC | COM | 1002 | $604,571 | 3,048 | 0.00 | 0.00 | -460 | -13.11 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 1003 | $603,427 | 6,050 | 0.00 | 6,050 | +Inf | 12-31-2023 | |
| GLOBAL X FDS | AGING POPULATION | 1004 | $602,464 | 17,483 | 0.00 | 17,483 | +Inf | 12-31-2023 |
