Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OSAIC HOLDINGS INC | 02-12-2024 | 12-31-2023 | 30351 | 57,148,297,345 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 4451 | $286,915 | 2,829 | 0.00 | 0.00 | 335 | 13.43 | 12-31-2023 |
| GAMCO NAT RES GOLD & INCOME | SH BEN INT | 4452 | $286,728 | 55,784 | 0.00 | 0.00 | -46,462 | -45.44 | 12-31-2023 |
| INVESCO EXCHNG TRAD SLF INDE | INVESCO BULLETSH | 4453 | $286,437 | 13,451 | 0.00 | 13,451 | +Inf | 12-31-2023 | |
| SACHEM CAP CORP | COM | 4454 | $284,113 | 75,967 | 0.00 | 0.00 | 2,175 | 2.95 | 12-31-2023 |
