Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LPL FINANCIAL LLC | 02-12-2024 | 12-31-2023 | 4792 | 165,111,641,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | COM | 351 | $83,122,418 | 215,471 | 0.00 | 0.00 | 7,586 | 3.65 | 12-31-2023 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 352 | $82,963,354 | 3,697,119 | 0.00 | 0.00 | -343,513 | -8.50 | 12-31-2023 |
| TEXAS INSTRS INC | COM | 353 | $82,933,351 | 486,527 | 0.00 | 0.00 | 23,861 | 5.16 | 12-31-2023 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 354 | $82,839,898 | 2,927,205 | 0.00 | 0.00 | 490,875 | 20.15 | 12-31-2023 |
