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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 251 | $3,521,269 | 12,121 | 0.00 | 0.00 | -758 | -5.89 | 06-30-2024 |
| MONDELEZ INTL INC | CL A | 252 | $3,324,105 | 50,788 | 0.00 | 0.00 | 4,225 | 9.07 | 06-30-2024 |
| CADENCE DESIGN SYSTEM INC | COM | 253 | $5,312,090 | 17,262 | 0.00 | 0.00 | 6,695 | 63.36 | 06-30-2024 |
| SHERWIN WILLIAMS CO | COM | 254 | $4,445,880 | 14,896 | 0.00 | 0.00 | 6,100 | 69.35 | 06-30-2024 |
