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 |
|---|---|---|---|---|---|---|---|---|---|
| MID-AMER APT CMNTYS INC | COM | 2201 | $1,341,000 | 9,975 | 0.00 | 0.00 | 79 | 0.80 | 12-31-2023 |
| ISHARES TR | GLOB UTILITS ETF | 2202 | $1,340,000 | 22,924 | 0.00 | 0.00 | 13,424 | 141.31 | 12-31-2023 |
| GUINNESS ATKINSON FDS | SMARTETFS DIVID | 2203 | $1,336,000 | 51,539 | 0.00 | 0.00 | -122 | -0.24 | 12-31-2023 |
| OTTER TAIL CORP | COM | 2204 | $1,336,000 | 15,721 | 0.00 | 0.00 | 2,114 | 15.54 | 12-31-2023 |
