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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | INVT INT RT HG | 1801 | $5,319,941 | 70,585 | 0.00 | 0.00 | 879 | 1.26 | 12-31-2023 |
| GLOBAL X FDS | S&P 500 COVERED | 1802 | $5,319,004 | 188,150 | 0.00 | 0.00 | 17,882 | 10.50 | 12-31-2023 |
| ISHARES TR | INTERNATIONAL SL | 1803 | $5,312,820 | 165,354 | 0.00 | 0.00 | 8,844 | 5.65 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 1804 | $5,310,362 | 86,913 | 0.00 | 0.00 | 5,729 | 7.06 | 12-31-2023 |
