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 |
|---|---|---|---|---|---|---|---|---|---|
| BAXTER INTL INC | COM | 901 | $9,000 | 204 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL MED REIT INC | COM NEW | 902 | $9,000 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 903 | $8,000 | 164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 904 | $8,000 | 104 | 0.00 | 0.00 | -105 | -50.24 | 03-31-2024 |
