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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US TREAS BD ETF | 251 | $120,841,522 | 5,244,858 | 0.00 | 0.00 | -2,743,987 | -34.35 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 252 | $120,647,912 | 1,343,369 | 0.00 | 0.00 | 130,140 | 10.73 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 253 | $119,688,313 | 1,867,504 | 0.00 | 0.00 | 59,333 | 3.28 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 254 | $119,076,909 | 2,151,733 | 0.00 | 0.00 | 110,555 | 5.42 | 12-31-2023 |
