Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 04-29-2024 | 03-31-2024 | 4019 | 60,181,155,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DARDEN RESTAURANTS INC | COM | 1151 | $6,150,000 | 36,791 | 0.01 | 0.01 | 19 | 0.05 | 03-31-2024 |
| EPR PPTYS | COM SH BEN INT | 1152 | $6,102,000 | 143,745 | 0.01 | 0.01 | 4,737 | 3.41 | 03-31-2024 |
| ISHARES TR | COHEN STEER REIT | 1153 | $6,101,000 | 105,730 | 0.01 | 0.01 | -7,999 | -7.03 | 03-31-2024 |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M JAN | 1154 | $6,089,000 | 219,133 | 0.01 | 0.01 | -28,876 | -11.64 | 03-31-2024 |
