Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 317 | 356,898,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP | COM | 301 | $246,668 | 1,889 | 0.00 | 0.00 | 126 | 7.15 | 03-31-2024 |
| ANALOG DEVICES INC | COM | 302 | $246,455 | 1,246 | 0.00 | 0.00 | -80 | -6.03 | 03-31-2024 |
| FERGUSON PLC NEW | SHS | 303 | $245,496 | 1,120 | 0.00 | 0.00 | 82 | 7.90 | 03-31-2024 |
| LPL FINL HLDGS INC | COM | 304 | $245,489 | 929 | 0.00 | 929 | +Inf | 03-31-2024 |
