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 |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC | COM | 801 | $16,000 | 330 | 0.00 | 0.00 | -91 | -21.62 | 03-31-2024 |
| VERALTO CORP | COM SHS | Liquidated | $0 | 0 | 0.00 | 197 | +Inf | 03-31-2024 | |
| LABORATORY CORP AMER HLDGS | COM NEW | 803 | $16,000 | 75 | 0.00 | 75 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE TRAD FD VI | ALT ABSLT STRG | 804 | $16,000 | 573 | 0.00 | 0.01 | -575 | -50.09 | 03-31-2024 |
