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 |
|---|---|---|---|---|---|---|---|---|---|
| MONOLITHIC PWR SYS INC | COM | 1101 | $511,563 | 811 | 0.00 | 811 | +Inf | 12-31-2023 | |
| FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | 1102 | $511,454 | 22,531 | 0.00 | 22,531 | +Inf | 12-31-2023 | |
| EXELON CORP | COM | 1103 | $510,319 | 14,215 | 0.00 | 0.00 | 4,966 | 53.69 | 12-31-2023 |
| VERISK ANALYTICS INC | COM | 1104 | $509,011 | 2,131 | 0.00 | 0.00 | 217 | 11.34 | 12-31-2023 |
