Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | MSCI USA ESG SLC | 1201 | $5,009,018 | 49,836 | 0.00 | 0.00 | 3,556 | 7.68 | 12-31-2023 |
WINGSTOP INC | COM | 1202 | $5,008,709 | 19,521 | 0.00 | 0.00 | -2,938 | -13.08 | 12-31-2023 |
WESTERN DIGITAL CORP. | COM | 1203 | $5,007,327 | 95,613 | 0.00 | 0.00 | -15,307 | -13.80 | 12-31-2023 |
FIRST TR EXCHANGE TRADED FD | CONSUMR STAPLE | 1204 | $5,003,883 | 79,313 | 0.00 | 0.00 | -4,574 | -5.45 | 12-31-2023 |