Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 401 | $30,474,648 | 1,459,169 | 0.00 | 0.00 | 138,841 | 10.52 | 12-31-2023 |
| MOODYS CORP | COM | 402 | $30,385,786 | 77,798 | 0.00 | 0.00 | -3,523 | -4.33 | 12-31-2023 |
| ATLASSIAN CORPORATION | CL A | 403 | $30,243,536 | 127,149 | 0.00 | 0.00 | 645 | 0.51 | 12-31-2023 |
| ISHARES TR | SHRT NAT MUN ETF | 404 | $29,515,451 | 279,952 | 0.00 | 0.00 | 2,147 | 0.77 | 12-31-2023 |
