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 |
|---|---|---|---|---|---|---|---|---|---|
| MONGODB INC | CL A | 1051 | $15,674,287 | 38,338 | 0.00 | 0.00 | 7,193 | 23.10 | 12-31-2023 |
| GLOBAL X FDS | GLOBAL X COPPER | 1052 | $15,661,108 | 417,630 | 0.00 | 0.00 | 125,688 | 43.05 | 12-31-2023 |
| ISHARES TR | COHEN STEER REIT | 1053 | $15,648,917 | 266,455 | 0.00 | 0.00 | -863 | -0.32 | 12-31-2023 |
| ISHARES TR | GRWT ALLOCAT ETF | 1054 | $15,631,599 | 293,882 | 0.00 | 0.00 | 14,777 | 5.29 | 12-31-2023 |
