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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE TAX-MANAGED DIVE | COM | 1301 | $10,624,936 | 871,611 | 0.00 | 0.00 | -25,274 | -2.82 | 12-31-2023 |
| ISHARES TR | IBONDS DEC2023 | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,907 | -1.87 | 12-31-2023 |
| VANECK ETF TRUST | GREEN BOND ETF | 1303 | $10,590,152 | 444,403 | 0.00 | 0.00 | 366,678 | 471.76 | 12-31-2023 |
| ISHARES TR | CORE DIVID ETF | 1304 | $10,583,870 | 257,829 | 0.00 | 0.00 | 11,089 | 4.49 | 12-31-2023 |
