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 |
|---|---|---|---|---|---|---|---|---|---|
| GARTNER INC | COM | 1151 | $13,236,019 | 29,341 | 0.00 | 0.00 | 1,212 | 4.31 | 12-31-2023 |
| HALEON PLC | SPON ADS | 1152 | $13,235,989 | 1,608,262 | 0.00 | 0.00 | 34,411 | 2.19 | 12-31-2023 |
| CMS ENERGY CORP | COM | 1153 | $13,228,711 | 227,806 | 0.00 | 0.00 | -4,665 | -2.01 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 1154 | $13,227,799 | 544,578 | 0.00 | 0.00 | 32,046 | 6.25 | 12-31-2023 |
