Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CITIGROUP INC | COM NEW | 301 | $48,829,782 | 949,259 | 0.00 | 0.00 | 5,427 | 0.57 | 12-31-2023 |
FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 302 | $48,328,970 | 1,000,186 | 0.00 | 0.00 | -152,029 | -13.19 | 12-31-2023 |
REALTY INCOME CORP | COM | 303 | $48,327,114 | 841,601 | 0.00 | 0.00 | 25,302 | 3.10 | 12-31-2023 |
KINDER MORGAN INC DEL | COM | 304 | $47,649,006 | 2,701,200 | 0.00 | 0.00 | 118,248 | 4.58 | 12-31-2023 |