Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 05-02-2024 | 03-31-2024 | 1310 | 4,433,365,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EXPANDED TECH | Liquidated | $1,104,382 | 12,952 | 0.00 | 0.00 | 12,952 | +Inf | 03-31-2024 |
| INDEPENDENCE RLTY TR INC | COM | 802 | $1,101,115 | 67,595 | 0.00 | 0.00 | 2,609 | 4.01 | 03-31-2024 |
| CARLYLE GROUP INC | COM | 803 | $1,099,864 | 23,446 | 0.00 | 0.00 | -9,165 | -28.10 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | Liquidated | $0 | 0 | 0.00 | 35,640 | +Inf | 03-31-2024 |
