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
CARTER BANKSHARES INC COM NEW 4201 $514,938 34,398 0.00 0.00 0 0.00 12-31-2023
TELEPHONE & DATA SYS INC COM NEW 4202 $513,978 28,010 0.00 0.00 9,622 52.33 12-31-2023
FIRST TR ENERGY INFRASTRCTR COM 4203 $513,839 31,217 0.00 0.00 702 2.30 12-31-2023
TENCENT MUSIC ENTMT GROUP SPON ADS 4204 $513,534 56,996 0.00 0.00 32,627 133.89 12-31-2023
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