Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 05-02-2024 | 03-31-2024 | 1310 | 4,433,365,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | COM | 451 | $2,756,725 | 2,442 | 0.00 | 0.00 | -167 | -6.40 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | 452 | $2,746,767 | 21,235 | 0.00 | 0.00 | -1,376 | -6.09 | 03-31-2024 |
| SPDR SER TR | NUVEEN BLMBRG SH | Liquidated | $2,736,252 | 57,678 | 0.00 | 0.00 | 57,678 | +Inf | 03-31-2024 |
| SHOPIFY INC | CL A | 454 | $2,710,828 | 35,128 | 0.00 | 0.00 | 1,164 | 3.43 | 03-31-2024 |
