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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY ACCELRT9 | 3751 | $335 | 13 | 0.00 | 13 | +Inf | 06-30-2023 | |
| ESS TECH INC | COMMON STOCK | 3752 | $334 | 227 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CULLINAN ONCOLOGY INC | COM | 3753 | $334 | 31 | 0.00 | 31 | +Inf | 06-30-2023 | |
| NV5 GLOBAL INC | COM | 3754 | $333 | 3 | 0.00 | 3 | +Inf | 06-30-2023 |
