Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENJAMIN F EDWARDS & COMPANY INC | 02-02-2024 | 12-31-2023 | 2746 | 4,984,816,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS 24 TRM TS | 151 | $8,733,000 | 365,982 | 0.18 | 0.34 | -1,970 | -0.54 | 12-31-2023 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 152 | $8,519,000 | 233,082 | 0.17 | 0.30 | 6,954 | 3.08 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 153 | $8,277,000 | 26,658 | 0.17 | 0.03 | 23,476 | 737.77 | 12-31-2023 |
| PROSHARES TR | S&P 500 DV ARIST | 154 | $8,266,000 | 86,833 | 0.17 | 0.31 | -3,925 | -4.32 | 12-31-2023 |
