Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENJAMIN EDWARDS INC | 04-29-2024 | 03-31-2024 | 716 | 503,229,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P REGL BKG | 751 | $20,000 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
| TETRA TECH INC NEW | COM | 752 | $20,000 | 109 | 0.00 | 109 | +Inf | 03-31-2024 | |
| REGENERON PHARMACEUTICALS | COM | Liquidated | $20,000 | 21 | 0.00 | 0.00 | 21 | +Inf | 03-31-2024 |
| PACCAR INC | COM | 754 | $20,000 | 165 | 0.00 | 165 | +Inf | 03-31-2024 |
