Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 02-06-2024 | 12-31-2023 | 3900 | 54,586,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINL INC | COM | 1201 | $4,921,000 | 44,138 | 0.01 | 0.01 | 903 | 2.09 | 12-31-2023 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 1202 | $4,910,000 | 75,989 | 0.01 | 0.01 | -3,719 | -4.67 | 12-31-2023 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 1203 | $4,910,000 | 199,938 | 0.01 | 0.00 | 153,007 | 326.03 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | CONSUMR DISCRE | 1204 | $4,897,000 | 83,028 | 0.01 | 0.01 | -1,996 | -2.35 | 12-31-2023 |
