Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PROSPERA FINANCIAL SERVICES INC 02-14-2024 12-31-2023 1051 3,020,218,555
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $130,751,744 679,124 0.00 0.00 -2,122 -0.31 12-31-2023
MICROSOFT CORP COM 2 $63,985,838 170,157 0.00 0.00 3,130 1.87 12-31-2023
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 3 $58,961,620 988,294 0.00 0.00 196,989 24.89 12-31-2023
INVESCO QQQ TR UNIT SER 1 4 $58,112,117 141,903 0.00 0.00 21,980 18.33 12-31-2023
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