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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | COM | 451 | $62,079,440 | 902,318 | 0.00 | 0.00 | 61,509 | 7.32 | 12-31-2023 |
| SIMON PPTY GROUP INC NEW | COM | 452 | $61,746,079 | 432,880 | 0.00 | 0.00 | 72,764 | 20.21 | 12-31-2023 |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 453 | $61,363,850 | 1,043,425 | 0.00 | 0.00 | 52,670 | 5.32 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 454 | $61,327,909 | 1,878,919 | 0.00 | 0.00 | 49,339 | 2.70 | 12-31-2023 |
