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
FIRST TR EXCHNG TRADED FD VI ACTV FCTR LGCP Liquidated $0 0 0.00 11,031 +Inf 03-31-2024
ISHARES TR INTL SEL DIV ETF Liquidated $385,438 13,746 0.00 0.00 13,746 +Inf 03-31-2024
VANGUARD BD INDEX FDS LONG TERM BOND Liquidated $384,851 5,321 0.00 0.00 5,321 +Inf 03-31-2024
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB Liquidated $0 0 0.00 16,934 +Inf 03-31-2024
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