Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 02-06-2024 | 12-31-2023 | 3900 | 54,586,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 1851 | $2,068,000 | 69,580 | 0.00 | 0.01 | -8,717 | -11.13 | 12-31-2023 |
| SERVICE CORP INTL | COM | 1852 | $2,065,000 | 30,172 | 0.00 | 0.00 | 2,329 | 8.36 | 12-31-2023 |
| SPDR INDEX SHS FDS | MSCI EAFE FS ETF | 1853 | $2,063,000 | 52,879 | 0.00 | 0.00 | 4,599 | 9.53 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 1854 | $2,062,000 | 92,621 | 0.00 | 0.00 | -15,144 | -14.05 | 12-31-2023 |
