Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 04-29-2024 | 03-31-2024 | 4019 | 60,181,155,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 1401 | $4,382,000 | 124,146 | 0.01 | 0.00 | 71,926 | 137.74 | 03-31-2024 |
| SPDR SER TR | MSCI USA STRTGIC | 1402 | $4,378,000 | 30,062 | 0.01 | 0.01 | -7,772 | -20.54 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 1403 | $4,365,000 | 147,812 | 0.01 | 0.01 | 26,838 | 22.18 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST DJIA | 1404 | $4,359,000 | 205,680 | 0.01 | 205,680 | +Inf | 03-31-2024 |
