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
UMH PPTYS INC COM 4151 $532,845 34,781 0.00 0.00 324 0.94 12-31-2023
MASIMO CORP COM 4152 $532,445 4,543 0.00 0.00 -1,594 -25.97 12-31-2023
POPULAR INC COM NEW 4153 $532,373 6,487 0.00 0.00 -242 -3.60 12-31-2023
GLOBAL X FDS GENOMIC BIOTECH 4154 $532,316 46,056 0.00 0.00 2,734 6.31 12-31-2023
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