Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES LLC | 04-04-2024 | 03-31-2024 | 385 | 953,146,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 551 | $213,739 | 10,462 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NORFOLK SOUTHN CORP | COM | Liquidated | $0 | 0 | 0.00 | 902 | +Inf | 03-31-2024 | |
| 3M CO | COM | Liquidated | $0 | 0 | 0.00 | 1,944 | +Inf | 03-31-2024 | |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | 554 | $210,893 | 6,493 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
