Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 04-29-2024 | 03-31-2024 | 4019 | 60,181,155,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 51 | $209,516,000 | 1,328,235 | 0.35 | 0.36 | 6,703 | 0.51 | 03-31-2024 |
| ISHARES TR | MSCI USA MIN VOL | 52 | $202,331,000 | 2,420,806 | 0.34 | 0.37 | -181,654 | -6.98 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 53 | $201,784,000 | 1,080,157 | 0.34 | 0.30 | 146,251 | 15.66 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 54 | $198,992,000 | 1,174,892 | 0.33 | 0.31 | 91,854 | 8.48 | 03-31-2024 |
