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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 601 | $39,935,007 | 615,711 | 0.00 | 0.00 | 27,953 | 4.76 | 12-31-2023 |
| ISHARES TR | HDG MSCI EAFE | 602 | $39,897,981 | 1,266,201 | 0.00 | 0.00 | -79,052 | -5.88 | 12-31-2023 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 603 | $39,873,470 | 1,474,611 | 0.00 | 0.00 | 63,345 | 4.49 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 604 | $39,854,533 | 703,449 | 0.00 | 0.00 | 207,023 | 41.70 | 12-31-2023 |
