Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES INC | 08-13-2024 | 06-30-2024 | 1134 | 3,596,428,795 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $139,932,960 | 664,209 | 0.00 | 0.00 | -14,915 | -2.20 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $125,726,519 | 1,017,678 | 0.00 | 0.00 | 914,983 | 890.97 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $81,818,430 | 182,941 | 0.00 | 0.00 | 12,784 | 7.51 | 06-30-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $67,431,202 | 140,669 | 0.00 | 0.00 | -1,234 | -0.87 | 06-30-2024 |
