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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 801 | $704,729 | 35,882 | 0.00 | 0.00 | 3,403 | 10.48 | 06-30-2024 |
| TRAVELERS COMPANIES INC | COM | 802 | $597,960 | 2,935 | 0.00 | 0.00 | -137 | -4.46 | 06-30-2024 |
| HALLIBURTON CO | COM | 803 | $597,485 | 17,682 | 0.00 | 0.00 | -101 | -0.57 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 804 | $650,818 | 6,489 | 0.00 | 0.00 | 85 | 1.33 | 06-30-2024 |
