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 |
|---|---|---|---|---|---|---|---|---|---|
| DATADOG INC | CL A COM | 701 | $967,089 | 7,457 | 0.00 | 0.00 | 647 | 9.50 | 06-30-2024 |
| ISHARES TR | CORE MSCI TOTAL | 702 | $1,334,484 | 19,744 | 0.00 | 0.00 | 12,019 | 155.59 | 06-30-2024 |
| UNITED STS 12 MONTH NAT GAS | UNIT BEN INT | 703 | $874,016 | 105,819 | 0.00 | 105,819 | +Inf | 06-30-2024 | |
| CUMMINS INC | COM | 704 | $836,692 | 3,013 | 0.00 | 0.00 | 531 | 21.39 | 06-30-2024 |
