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
PORTILLOS INC COM CL A 3601 $846,026 53,109 0.00 0.00 1,769 3.45 12-31-2023
NATIONAL HEALTH INVS INC COM 3602 $844,668 15,124 0.00 0.00 3,837 33.99 12-31-2023
CHIMERA INVT CORP COM NEW 3603 $844,544 169,248 0.00 0.00 15,940 10.40 12-31-2023
INNOVATOR ETFS TR US EQTY ULTRA B 3604 $844,394 26,964 0.00 0.00 -2,169 -7.45 12-31-2023
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