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 |
|---|---|---|---|---|---|---|---|---|---|
| HAIN CELESTIAL GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,670 | -20.73 | 12-31-2023 |
| HAGERTY INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,650 | 14.61 | 12-31-2023 |
| IAMGOLD CORP | COM | 5153 | $103,000 | 30,806 | 0.00 | 0.00 | -2,946 | -8.73 | 03-31-2024 |
| INVESCO ADVANTAGE MUN INCOME | SH BEN INT | 5154 | $101,000 | 11,840 | 0.00 | 0.00 | -500 | -4.05 | 03-31-2024 |
