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
ARDELYX INC COM 1701 $100,346 13,542 0.00 13,542 +Inf 06-30-2024
MARQETA INC CLASS A COM 1702 $80,320 14,657 0.00 0.00 -190 -1.28 06-30-2024
IONQ INC COM 1703 $91,418 13,006 0.00 13,006 +Inf 06-30-2024
JOBY AVIATION INC COMMON STOCK 1704 $84,277 16,525 0.00 0.00 200 1.23 06-30-2024
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