Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 04-29-2024 | 03-31-2024 | 4019 | 60,181,155,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TC ENERGY CORP | COM | 1501 | $3,902,000 | 97,055 | 0.01 | 0.01 | 2,338 | 2.47 | 03-31-2024 |
| WESTROCK CO | COM | 1502 | $3,897,000 | 78,816 | 0.01 | 0.01 | -1,260 | -1.57 | 03-31-2024 |
| LINCOLN NATL CORP IND | COM | 1503 | $3,893,000 | 121,912 | 0.01 | 0.01 | 8,165 | 7.18 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 1504 | $3,885,000 | 129,550 | 0.01 | 0.01 | 16,867 | 14.97 | 03-31-2024 |
