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 |
|---|---|---|---|---|---|---|---|---|---|
| AMPLIFY ETF TR | CWP ENHANCED DIV | 551 | $1,392,792 | 35,987 | 0.00 | 0.00 | 2,989 | 9.06 | 06-30-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 552 | $1,118,662 | 14,570 | 0.00 | 0.00 | -6,493 | -30.83 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | 553 | $1,238,529 | 57,688 | 0.00 | 57,688 | +Inf | 06-30-2024 | |
| SPDR SER TR | PORTFOLIO LN TSR | 554 | $406,223 | 14,923 | 0.00 | 0.00 | -29,915 | -66.72 | 06-30-2024 |
