Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 05-02-2024 | 03-31-2024 | 1310 | 4,433,365,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG US STK ETF | Liquidated | $438,943 | 4,710 | 0.00 | 0.00 | 4,710 | +Inf | 03-31-2024 |
| EBAY INC. | COM | 1352 | $438,777 | 8,313 | 0.00 | 0.00 | 2,384 | 40.21 | 03-31-2024 |
| MORNINGSTAR INC | COM | 1353 | $437,016 | 1,417 | 0.00 | 0.00 | 662 | 87.68 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1354 | $434,724 | 10,230 | 0.00 | 10,230 | +Inf | 03-31-2024 |
