Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 02-13-2024 | 12-31-2023 | 1422 | 66,497,612,993 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TRUST | ETF | 601 | $59,384 | 3,814 | 0.00 | 0.00 | 220 | 6.12 | 12-31-2023 |
| ZIMMER BIOMET HOLDINGS INC | COMMON STOCK | 602 | $59,160 | 486 | 0.00 | 486 | +Inf | 12-31-2023 | |
| Unilever PLC | SPON ADR | 603 | $59,049 | 1,218 | 0.00 | 0.00 | 957 | 366.67 | 12-31-2023 |
| DOCUSIGN INC | COMMON STOCK | 604 | $58,677 | 987 | 0.00 | 987 | +Inf | 12-31-2023 |
