Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 04-29-2024 | 03-31-2024 | 4019 | 60,181,155,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 401 | $28,939,000 | 242,145 | 0.05 | 0.05 | 1,979 | 0.82 | 03-31-2024 |
| ECOLAB INC | COM | 402 | $28,400,000 | 122,997 | 0.05 | 0.04 | 4,499 | 3.80 | 03-31-2024 |
| REALTY INCOME CORP | COM | 403 | $28,351,000 | 524,047 | 0.05 | 0.05 | 58,965 | 12.68 | 03-31-2024 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 404 | $28,280,000 | 889,018 | 0.05 | 0.03 | 269,339 | 43.46 | 03-31-2024 |
