Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| C2P CAPITAL ADVISORY GROUP LLC DBA PROSPERITY CAPITAL ADVISORS | 02-12-2024 | 12-31-2023 | 377 | 921,792,943 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO | COM | 251 | $253,447 | 2,604 | 0.00 | 0.00 | -264 | -9.21 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 252 | $252,749 | 2,334 | 0.00 | 0.00 | -899 | -27.81 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY BUF SEP | 253 | $249,021 | 6,789 | 0.00 | 0.00 | -903 | -11.74 | 12-31-2023 |
| BLACKSTONE INC | COM | 254 | $248,748 | 1,900 | 0.00 | 0.00 | -33 | -1.71 | 12-31-2023 |
