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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWARE MSCI | 1551 | $7,479,278 | 196,771 | 0.00 | 0.00 | -67,442 | -25.53 | 12-31-2023 |
| DYNATRACE INC | COM NEW | 1552 | $7,470,983 | 136,606 | 0.00 | 0.00 | 33,618 | 32.64 | 12-31-2023 |
| WILLIAMS SONOMA INC | COM | 1553 | $7,469,308 | 37,017 | 0.00 | 0.00 | -4,986 | -11.87 | 12-31-2023 |
| WISDOMTREE TR | US QUALITY GROW | 1554 | $7,451,931 | 203,717 | 0.00 | 0.00 | 165,001 | 426.18 | 12-31-2023 |
