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 EXCHNG TRADED FD VI | FT VEST LADDERED | 501 | $1,467,194 | 60,329 | 0.00 | 60,329 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 502 | $1,406,990 | 9,342 | 0.00 | 0.00 | 121 | 1.31 | 06-30-2024 |
| NUVEEN QUALITY MUNCP INCOME | COM | 503 | $1,535,401 | 130,784 | 0.00 | 0.00 | 33,407 | 34.31 | 06-30-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 504 | $1,326,697 | 15,814 | 0.00 | 0.00 | -3,868 | -19.65 | 06-30-2024 |
