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 |
|---|---|---|---|---|---|---|---|---|---|
| SONOS INC | COM | 4351 | $451,450 | 26,339 | 0.00 | 0.00 | -5,398 | -17.01 | 12-31-2023 |
| CLEARBRIDGE MLP AND MIDSTRM | COM | 4352 | $451,296 | 12,456 | 0.00 | 0.00 | 600 | 5.06 | 12-31-2023 |
| BOX INC | CL A | 4353 | $450,070 | 17,574 | 0.00 | 0.00 | 4,282 | 32.21 | 12-31-2023 |
| CHART INDS INC | COM | 4354 | $449,889 | 3,300 | 0.00 | 0.00 | -1,239 | -27.30 | 12-31-2023 |
