Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 02-06-2024 | 12-31-2023 | 3900 | 54,586,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUIFAX INC | COM | 1451 | $3,473,000 | 14,044 | 0.01 | 0.01 | -437 | -3.02 | 12-31-2023 |
| BANK AMERICA CORP | 7.25%CNV PFD L | 1452 | $3,463,000 | 2,873 | 0.01 | 0.01 | -2,056 | -41.71 | 12-31-2023 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 1453 | $3,461,000 | 62,615 | 0.01 | 0.01 | -1,609 | -2.51 | 12-31-2023 |
| ISHARES TR | MSCI INDIA ETF | 1454 | $3,447,000 | 70,615 | 0.01 | 0.00 | 19,798 | 38.96 | 12-31-2023 |
