Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BENJAMIN F EDWARDS & COMPANY INC 02-02-2024 12-31-2023 2746 4,984,816,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
WISDOMTREE TR ITL HIGH DIV FD 1251 $95,000 2,450 0.00 0.00 0 0.00 12-31-2023
INNOVATOR ETFS TR EMRGNG MKT JAN 1252 $95,000 3,300 0.00 0.00 0 0.00 12-31-2023
ROYAL CARIBBEAN GROUP COM 1253 $95,000 733 0.00 0.00 603 463.85 12-31-2023
SCOTTS MIRACLE-GRO CO CL A 1254 $95,000 1,482 0.00 0.00 1,322 826.25 12-31-2023
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