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 |
|---|---|---|---|---|---|---|---|---|---|
| TRINITY INDS INC | COM | 2501 | $962,000 | 36,192 | 0.00 | 0.00 | -1,753 | -4.62 | 12-31-2023 |
| ALPS ETF TR | SMITH CORE PLUS | 2502 | $961,000 | 36,991 | 0.00 | 36,991 | +Inf | 12-31-2023 | |
| UMH PPTYS INC | COM | 2503 | $960,000 | 62,694 | 0.00 | 0.00 | 17,995 | 40.26 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 2504 | $955,000 | 37,889 | 0.00 | 0.00 | -3,624 | -8.73 | 12-31-2023 |
