Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 02-05-2024 | 12-31-2023 | 1220 | 3,919,018,814 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,548 | 59.85 | 12-31-2023 |
| ISHARES TR | ISHARES BIOTECH | Liquidated | $0 | 0 | 0.00 | 0.00 | -60 | -0.73 | 12-31-2023 |
| PACER FDS TR | LUNT LRG CP ALTR | 753 | $1,038,999 | 24,012 | 0.00 | 24,012 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI AC ASIA ETF | 754 | $1,036,413 | 25,775 | 0.00 | 25,775 | +Inf | 12-31-2023 |
