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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | ARTIFICIAL INTEL | 401 | $1,993,127 | 95,405 | 0.00 | 0.00 | 2,729 | 2.94 | 06-30-2024 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 402 | $1,953,199 | 62,186 | 0.00 | 62,186 | +Inf | 06-30-2024 | |
| SEMPRA | COM | 403 | $2,285,960 | 30,054 | 0.00 | 0.00 | 4,212 | 16.30 | 06-30-2024 |
| MORGAN STANLEY | COM NEW | 404 | $2,019,347 | 20,755 | 0.00 | 0.00 | 378 | 1.86 | 06-30-2024 |
