Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OSAIC HOLDINGS INC | 02-12-2024 | 12-31-2023 | 30351 | 57,148,297,345 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SUNRUN INC | COM | 2651 | $1,342,919 | 68,415 | 0.00 | 0.00 | -20,507 | -23.06 | 12-31-2023 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 2652 | $1,339,081 | 24,218 | 0.00 | 0.00 | -7,677 | -24.07 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 2653 | $1,337,435 | 59,793 | 0.00 | 0.00 | -4,343 | -6.77 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | 2654 | $1,336,790 | 13,608 | 0.00 | 0.00 | -706 | -4.93 | 12-31-2023 |
