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
INVESCO EXCH TRADED FD TR II PFD ETF 1151 $446,000 38,613 0.00 0.00 6,822 21.46 06-30-2024
AMERICAN INTL GROUP INC COM NEW 1152 $335,919 4,524 0.00 0.00 -632 -12.26 06-30-2024
MARRIOTT INTL INC NEW CL A 1153 $346,278 1,431 0.00 0.00 132 10.16 06-30-2024
FIRST TR EXCH TRADED FD III HORIZON DMST ETF 1154 $327,559 9,251 0.00 0.00 -1,822 -16.45 06-30-2024
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