Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 07-08-2024 | 06-30-2024 | 424 | 1,057,388,782 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 201 | $1,138,074 | 2,058 | 0.00 | 0.00 | 19 | 0.93 | 06-30-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 202 | $1,130,489 | 3,101 | 0.00 | 0.00 | 324 | 11.67 | 06-30-2024 |
| ISHARES TR | ISHARES SEMICDTR | 203 | $1,125,905 | 4,565 | 0.00 | 0.00 | 1,247 | 37.58 | 06-30-2024 |
| REALTY INCOME CORP | COM | 204 | $1,120,314 | 21,210 | 0.00 | 0.00 | 181 | 0.86 | 06-30-2024 |
