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
FIRST TR EXCHANGE-TRADED FD DORSEY WRIGHT 1451 $8,660,068 443,197 0.00 0.00 -4,488 -1.00 12-31-2023
STANLEY BLACK & DECKER INC COM 1452 $8,637,641 88,049 0.00 0.00 2,045 2.38 12-31-2023
JACOBS SOLUTIONS INC COM 1453 $8,630,163 66,488 0.00 0.00 18,749 39.27 12-31-2023
VICTORY PORTFOLIOS II CORE INTERMEDIAT 1454 $8,628,971 183,947 0.00 0.00 76,926 71.88 12-31-2023
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