Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 05-02-2024 | 03-31-2024 | 1310 | 4,433,365,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OVINTIV INC | COM | 1801 | $247,614 | 4,771 | 0.00 | 0.00 | -153 | -3.11 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQT DEP | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,139 | -13.84 | 12-31-2023 |
| KIMCO RLTY CORP | COM | 1803 | $247,245 | 12,608 | 0.00 | 12,608 | +Inf | 03-31-2024 | |
| PERFORMANCE FOOD GROUP CO | COM | 1804 | $247,133 | 3,311 | 0.00 | 0.00 | -72 | -2.13 | 03-31-2024 |
