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
NATIONAL GRID PLC SPONSORED ADR NE 501 $52,954,176 778,853 0.00 0.00 61,290 8.54 12-31-2023
ISHARES TR US HOME CONS ETF 502 $52,914,042 520,142 0.00 0.00 10,330 2.03 12-31-2023
LYONDELLBASELL INDUSTRIES N SHS - A - 503 $52,903,990 556,416 0.00 0.00 -2,241 -0.40 12-31-2023
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 504 $52,437,369 2,480,481 0.00 0.00 1,381 0.06 12-31-2023
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