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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MORNINGSTAR GRWT | 401 | $71,707,842 | 1,057,326 | 0.00 | 0.00 | -81,245 | -7.14 | 12-31-2023 |
| PIMCO ETF TR | 25YR+ ZERO U S | 402 | $71,543,019 | 838,428 | 0.00 | 0.00 | 396,736 | 89.82 | 12-31-2023 |
| GILEAD SCIENCES INC | COM | 403 | $71,315,769 | 880,333 | 0.00 | 0.00 | 24,748 | 2.89 | 12-31-2023 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 404 | $71,302,405 | 140,531 | 0.00 | 0.00 | 545 | 0.39 | 12-31-2023 |
