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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | Liquidated | $21,771,466 | 285,752 | 0.00 | 0.00 | 285,752 | +Inf | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | Liquidated | $21,757,178 | 293,144 | 0.00 | 0.00 | 293,144 | +Inf | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | Liquidated | $21,482,194 | 227,037 | 0.00 | 0.00 | 227,037 | +Inf | 03-31-2024 |
| ISHARES TR | MSCI AC ASIA ETF | Liquidated | $0 | 0 | 0.00 | 76,633 | +Inf | 03-31-2024 |
