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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | WTR ETF | 251 | $3,536,000 | 37,295 | 0.07 | 0.12 | 280 | 0.76 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 252 | $3,529,000 | 11,965 | 0.07 | 0.06 | 5,652 | 89.53 | 12-31-2023 |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | 253 | $3,524,000 | 113,870 | 0.07 | 0.11 | 9,252 | 8.84 | 12-31-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 254 | $3,522,000 | 45,735 | 0.07 | 0.13 | -474 | -1.03 | 12-31-2023 |
