Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 02-06-2024 | 12-31-2023 | 3900 | 54,586,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P METALS MNG | 951 | $7,224,000 | 120,737 | 0.01 | 0.01 | -201 | -0.17 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | ZACKS MID CAP | 952 | $7,215,000 | 76,911 | 0.01 | 0.01 | 730 | 0.96 | 12-31-2023 |
| ISHARES TR | U.S. ENERGY ETF | 953 | $7,202,000 | 163,233 | 0.01 | 0.02 | -6,769 | -3.98 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 954 | $7,177,000 | 225,736 | 0.01 | 0.01 | 20,553 | 10.02 | 12-31-2023 |
