Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWARE MSCI | 1851 | $2,105,836 | 55,403 | 0.00 | 0.00 | 1,365 | 2.53 | 12-31-2023 |
| PIMCO MUN INCOME FD III | COM | 1852 | $2,098,568 | 283,974 | 0.00 | 283,974 | +Inf | 12-31-2023 | |
| J P MORGAN EXCHANGE TRADED F | MKT EXPN ENHNCD | 1853 | $2,098,076 | 39,063 | 0.00 | 0.00 | -1,586 | -3.90 | 12-31-2023 |
| MFA FINL INC | COM | 1854 | $2,097,784 | 186,135 | 0.00 | 0.00 | 54,842 | 41.77 | 12-31-2023 |
