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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | HDG MSCI EAFE | 751 | $743,167 | 20,893 | 0.00 | 0.00 | -18,558 | -47.04 | 06-30-2024 |
| PINTEREST INC | CL A | 752 | $1,226,844 | 27,840 | 0.00 | 0.00 | 2,887 | 11.57 | 06-30-2024 |
| FLOWSERVE CORP | COM | 753 | $1,346,628 | 27,997 | 0.00 | 0.00 | 11,291 | 67.59 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 754 | $674,059 | 15,169 | 0.00 | 0.00 | -5,082 | -25.10 | 06-30-2024 |
