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 |
|---|---|---|---|---|---|---|---|---|---|
| CARDIOL THERAPEUTICS INC | COM CL A | 1101 | $2,000 | 875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1102 | $2,000 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | UTILITIES ETF | 1103 | $1,000 | 7 | 0.00 | 7 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
