Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LINCOLN NATIONAL CORP | 02-06-2024 | 12-31-2023 | 1919 | 5,690,631,680 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 251 | $2,754,025 | 94,575 | 0.00 | 94,575 | +Inf | 12-31-2023 | |
| INTUIT | COM | 252 | $2,752,793 | 4,404 | 0.00 | 0.02 | 2,601 | 144.26 | 12-31-2023 |
| INNOVATOR ETFS TR | S&P 500 PWR BU | Liquidated | $0 | 0 | 0.06 | 0.07 | 0 | 0.00 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 254 | $2,745,814 | 44,947 | 0.00 | 44,947 | +Inf | 12-31-2023 |
