Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BENJAMIN F EDWARDS & COMPANY INC 02-02-2024 12-31-2023 2746 4,984,816,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AVALONBAY CMNTYS INC COM 751 $387,000 2,066 0.01 2,066 +Inf 12-31-2023
NVR INC COM 752 $385,000 55 0.01 55 +Inf 12-31-2023
ISHARES U S ETF TR BLACKROCK ST MAT Liquidated $0 0 0.01 0.01 157 2.08 12-31-2023
ENPHASE ENERGY INC COM 754 $384,000 2,906 0.01 0.01 430 17.37 12-31-2023
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