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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 951 | $6,000 | 53 | 0.00 | 53 | +Inf | 03-31-2024 | |
| PACIFIC BIOSCIENCES CALIF IN | COM | 952 | $6,000 | 1,574 | 0.00 | 0.00 | 563 | 55.69 | 03-31-2024 |
| OVINTIV INC | COM | Liquidated | $0 | 0 | 0.00 | 126 | +Inf | 03-31-2024 | |
| MODERNA INC | COM | 954 | $6,000 | 52 | 0.00 | 52 | +Inf | 03-31-2024 |
