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 |
|---|---|---|---|---|---|---|---|---|---|
| SHAKE SHACK INC | CL A | 3701 | $782,485 | 10,557 | 0.00 | 0.00 | 1,321 | 14.30 | 12-31-2023 |
| GAMCO NAT RES GOLD & INCOME | SH BEN INT | 3702 | $781,377 | 152,019 | 0.00 | 0.00 | -39,247 | -20.52 | 12-31-2023 |
| PRINCIPAL EXCHANGE TRADED FD | QUALITY ETF | 3703 | $777,698 | 12,695 | 0.00 | 0.00 | 1,019 | 8.73 | 12-31-2023 |
| EDITAS MEDICINE INC | COM | 3704 | $776,748 | 76,678 | 0.00 | 0.00 | -2,794 | -3.52 | 12-31-2023 |
