Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
NUVEEN DOW 30 DYNMC OVERWRT | SHS | 1701 | $2,516,332 | 179,738 | 0.00 | 0.00 | 5,873 | 3.38 | 12-31-2023 |
IDACORP INC | COM | 1702 | $2,516,074 | 25,590 | 0.00 | 0.00 | 15,107 | 144.11 | 12-31-2023 |
BLOCK H & R INC | COM | 1703 | $2,513,126 | 51,956 | 0.00 | 0.00 | 834 | 1.63 | 12-31-2023 |
WHITE MTNS INS GROUP LTD | COM | 1704 | $2,512,652 | 1,669 | 0.00 | 0.00 | 72 | 4.51 | 12-31-2023 |