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 |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 151 | $213,973,575 | 742,912 | 0.00 | 0.00 | -13,297 | -1.76 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 152 | $213,053,927 | 4,132,957 | 0.00 | 0.00 | -104,829 | -2.47 | 12-31-2023 |
| SALESFORCE INC | COM | 153 | $212,473,309 | 807,453 | 0.00 | 0.00 | 51,617 | 6.83 | 12-31-2023 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 154 | $210,661,113 | 4,000,401 | 0.00 | 0.00 | 185,130 | 4.85 | 12-31-2023 |
