Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BENJAMIN F EDWARDS & COMPANY INC 02-02-2024 12-31-2023 2746 4,984,816,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APOLLO COML REAL EST FIN INC COM 2051 $12,000 1,000 0.00 0.00 0 0.00 12-31-2023
CHARGEPOINT HOLDINGS INC COM CL A 2052 $12,000 5,100 0.00 0.00 4,705 1191.14 12-31-2023
GLOBUS MED INC CL A 2053 $12,000 227 0.00 0.00 0 0.00 12-31-2023
BIO RAD LABS INC CL A 2054 $12,000 38 0.00 38 +Inf 12-31-2023
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