Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LPL FINANCIAL LLC | 02-12-2024 | 12-31-2023 | 4792 | 165,111,641,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALGREENS BOOTS ALLIANCE INC | COM | 851 | $23,636,733 | 905,275 | 0.00 | 0.00 | -241,229 | -21.04 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | MKT EXPN ENHNCD | 852 | $23,601,190 | 439,419 | 0.00 | 0.00 | 90,205 | 25.83 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 853 | $23,584,262 | 1,182,169 | 0.00 | 0.00 | 80,402 | 7.30 | 12-31-2023 |
| TWO RDS SHARED TR | LEADERSHARES EQT | 854 | $23,582,285 | 755,487 | 0.00 | 0.00 | 149,372 | 24.64 | 12-31-2023 |
