Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 02-05-2024 | 12-31-2023 | 1220 | 3,919,018,814 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQT CORP | COM | 1701 | $232,385 | 6,011 | 0.00 | 0.00 | -8,583 | -58.81 | 12-31-2023 |
| ARK ETF TR | FINTECH INNOVA | 1702 | $230,512 | 3,995 | 0.00 | 3,995 | +Inf | 12-31-2023 | |
| VANGUARD WORLD FD | EXTENDED DUR | 1703 | $230,368 | 2,843 | 0.00 | 0.00 | 132 | 4.87 | 12-31-2023 |
| PGIM ETF TR | PGIM ULTRA SH BD | 1704 | $229,219 | 4,641 | 0.00 | 4,641 | +Inf | 12-31-2023 |
