Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BENJAMIN EDWARDS INC 04-29-2024 03-31-2024 716 503,229,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR U.S. MED DVC ETF 1051 $2,000 31 0.00 0.00 0 0.00 03-31-2024
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 1052 $2,000 151 0.00 0.00 0 0.00 03-31-2024
BHP GROUP LTD SPONSORED ADS Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
FIRST TR EXCHANGE-TRADED FD NASDQ FOD BVRG Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
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