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
FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 1051 $401,849 4,894 0.00 0.00 -73 -1.47 06-30-2024
ALLSTATE CORP COM 1052 $350,600 2,195 0.00 0.00 -197 -8.24 06-30-2024
WATSCO INC COM 1053 $425,326 917 0.00 917 +Inf 06-30-2024
SPDR SER TR NYSE TECH ETF Liquidated $0 0 0.00 0 NaN 03-31-2024
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