Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KESTRA PRIVATE WEALTH SERVICES LLC 05-02-2024 03-31-2024 1310 4,433,365,324
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
EQUINIX INC COM 701 $1,425,737 1,727 0.00 0.00 216 14.30 03-31-2024
PRINCIPAL FINANCIAL GROUP IN COM 702 $1,416,507 16,412 0.00 0.00 2,385 17.00 03-31-2024
FS KKR CAP CORP COM 703 $1,414,655 74,182 0.00 0.00 -1,569 -2.07 03-31-2024
NUCOR CORP COM 704 $1,412,173 7,136 0.00 0.00 -55 -0.76 03-31-2024
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