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 |
|---|---|---|---|---|---|---|---|---|---|
| AECOM | COM | 1301 | $252,475 | 2,865 | 0.00 | 0.00 | -36 | -1.24 | 06-30-2024 |
| ISHARES TR | US OIL GS EX ETF | 1302 | $266,366 | 2,673 | 0.00 | 0.00 | 47 | 1.79 | 06-30-2024 |
| FIRST TR EXCH TRADED FD III | EME MRK BD ETF | 1303 | $660,435 | 24,313 | 0.00 | 0.00 | 11,783 | 94.04 | 06-30-2024 |
| PIMCO MUN INCOME FD | COM | 1304 | $293,440 | 32,000 | 0.00 | 0.00 | 2,000 | 6.67 | 06-30-2024 |
