Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENJAMIN F EDWARDS & COMPANY INC | 02-02-2024 | 12-31-2023 | 2746 | 4,984,816,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | US EQTY PWR BUF | 401 | $1,648,000 | 45,542 | 0.03 | 0.05 | 6,845 | 17.69 | 12-31-2023 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 402 | $1,648,000 | 32,280 | 0.03 | 0.04 | 12,969 | 67.16 | 12-31-2023 |
| AT&T INC | COM | 403 | $1,642,000 | 97,860 | 0.03 | 0.05 | 13,319 | 15.75 | 12-31-2023 |
| FISERV INC | COM | 404 | $1,632,000 | 12,281 | 0.03 | 0.04 | 3,158 | 34.62 | 12-31-2023 |
