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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI GBL ETF NEW | 1001 | $387,413 | 9,490 | 0.00 | 0.00 | -13,099 | -57.99 | 06-30-2024 |
| ISHARES TR | ISHARES BIOTECH | 1002 | $374,450 | 2,728 | 0.00 | 0.00 | -54 | -1.94 | 06-30-2024 |
| CALAMOS CONV & HIGH INCOME F | COM SHS | 1003 | $395,819 | 35,466 | 0.00 | 0.00 | -1,700 | -4.57 | 06-30-2024 |
| KRAFT HEINZ CO | COM | 1004 | $590,610 | 18,330 | 0.00 | 0.00 | 7,583 | 70.56 | 06-30-2024 |
