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 |
|---|---|---|---|---|---|---|---|---|---|
| TWILIO INC | COMMON STOCK | 1051 | $10,546 | 139 | 0.00 | 139 | +Inf | 12-31-2023 | |
| KIMBERLY CLARK CORP | COMMON STOCK | 1052 | $10,450 | 86 | 0.00 | 86 | +Inf | 12-31-2023 | |
| United Rentals Inc | COM | 1053 | $10,322 | 18 | 0.00 | 0.00 | -43 | -70.49 | 12-31-2023 |
| FIRST TR ETF FD II TECHNOLOGY | ETF | 1054 | $10,312 | 81 | 0.00 | 81 | +Inf | 12-31-2023 |
