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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | GLB US QTLY DIV | 901 | $21,297,697 | 575,769 | 0.00 | 0.00 | -16,814 | -2.84 | 12-31-2023 |
| CANADIAN PACIFIC KANSAS CITY | COM | 902 | $21,243,036 | 268,695 | 0.00 | 0.00 | -4,203 | -1.54 | 12-31-2023 |
| KKR & CO INC | COM | 903 | $21,240,962 | 256,378 | 0.00 | 0.00 | 17,719 | 7.42 | 12-31-2023 |
| EXCHANGE TRADED CONCEPTS TR | ROBO GLB ETF | 904 | $21,221,103 | 370,351 | 0.00 | 0.00 | -11,784 | -3.08 | 12-31-2023 |
