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 |
|---|---|---|---|---|---|---|---|---|---|
| STELLANTIS N.V | SHS | 1201 | $247,906 | 12,489 | 0.00 | 0.00 | 2,533 | 25.44 | 06-30-2024 |
| AMETEK INC | COM | 1202 | $293,704 | 1,757 | 0.00 | 1,757 | +Inf | 06-30-2024 | |
| CAPITAL SOUTHWEST CORP | COM | 1203 | $322,681 | 12,368 | 0.00 | 12,368 | +Inf | 06-30-2024 | |
| MP MATERIALS CORP | COM CL A | 1204 | $240,679 | 18,909 | 0.00 | 0.00 | -3,773 | -16.63 | 06-30-2024 |
