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 EXCHNG TRADED FD VI | FT CBOE EQTY BFR | Liquidated | $0 | 0 | 0.00 | 9,655 | +Inf | 06-30-2024 | |
| ARISTA NETWORKS INC | COM | 1102 | $490,658 | 1,400 | 0.00 | 0.00 | 146 | 11.64 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 1103 | $346,453 | 4,438 | 0.00 | 0.00 | -102 | -2.25 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO S&P600 | 1104 | $344,663 | 8,294 | 0.00 | 0.00 | -218 | -2.56 | 06-30-2024 |
