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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRIGHT | 51 | $12,765,955 | 362,060 | 0.00 | 0.00 | -58,266 | -13.86 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 52 | $16,296,528 | 19,151 | 0.00 | 0.00 | 1,429 | 8.06 | 06-30-2024 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 53 | $18,918,996 | 573,294 | 0.00 | 0.00 | 224,090 | 64.17 | 06-30-2024 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 54 | $7,310,014 | 192,535 | 0.00 | 0.00 | -127,884 | -39.91 | 06-30-2024 |
