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 |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 651 | $35,463,135 | 987,556 | 0.00 | 0.00 | -76,831 | -7.22 | 12-31-2023 |
| HUNTINGTON BANCSHARES INC | COM | 652 | $35,206,775 | 2,767,828 | 0.00 | 0.00 | -45,719 | -1.62 | 12-31-2023 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 653 | $35,203,559 | 1,274,106 | 0.00 | 0.00 | 1,022,471 | 406.33 | 12-31-2023 |
| VANGUARD WORLD FDS | INDUSTRIAL ETF | 654 | $35,001,558 | 158,788 | 0.00 | 0.00 | 4,462 | 2.89 | 12-31-2023 |
