Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLWORTH FINANCIAL LP | 07-18-2023 | 06-30-2023 | 3579 | 11,792,903,464 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INC | COM | 351 | $1,377,654 | 1,994 | 0.00 | 0.00 | 985 | 97.62 | 06-30-2023 |
| PROGRESSIVE CORP | COM | 352 | $1,351,985 | 10,214 | 0.00 | 0.00 | 4,209 | 70.09 | 06-30-2023 |
| INNOVATOR ETFS TR | US EQTY BUFR JAN | 353 | $1,347,129 | 35,714 | 0.00 | 35,714 | +Inf | 06-30-2023 | |
| MCKESSON CORP | COM | 354 | $1,340,189 | 3,136 | 0.00 | 0.00 | 114 | 3.77 | 06-30-2023 |
