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 |
|---|---|---|---|---|---|---|---|---|---|
| SSGA ACTIVE TR | SPDR SSGA US SCT | 201 | $149,153,662 | 3,259,642 | 0.00 | 0.00 | 1,072,431 | 49.03 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG 3-12 M | 202 | $148,389,627 | 1,497,071 | 0.00 | 0.00 | 198,668 | 15.30 | 12-31-2023 |
| QUALCOMM INC | COM | 203 | $148,273,766 | 1,025,194 | 0.00 | 0.00 | 29,301 | 2.94 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 204 | $148,009,719 | 2,553,653 | 0.00 | 0.00 | 19,919 | 0.79 | 12-31-2023 |
