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 |
|---|---|---|---|---|---|---|---|---|---|
| PPL CORP | COM | 701 | $32,506,088 | 1,199,486 | 0.00 | 0.00 | -2,862 | -0.24 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 702 | $32,234,488 | 676,059 | 0.00 | 0.00 | 148,391 | 28.12 | 12-31-2023 |
| PROGRESSIVE CORP | COM | 703 | $32,102,646 | 201,549 | 0.00 | 0.00 | 40,568 | 25.20 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 704 | $32,058,692 | 1,325,835 | 0.00 | 0.00 | -537,390 | -28.84 | 12-31-2023 |
