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 |
|---|---|---|---|---|---|---|---|---|---|
| UNILEVER PLC | SPON ADR NEW | 651 | $1,008,763 | 18,334 | 0.00 | 0.00 | -3,209 | -14.90 | 06-30-2024 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 652 | $2,712,750 | 31,667 | 0.00 | 0.00 | 20,759 | 190.31 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DAVIS FUNDAMENTAL ETF TR | SELCT INTL ETF | 654 | $976,474 | 49,091 | 0.00 | 0.00 | 2,247 | 4.80 | 06-30-2024 |
