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 |
|---|---|---|---|---|---|---|---|---|---|
| AON PLC | SHS CL A | 851 | $479,707 | 1,634 | 0.00 | 0.00 | 60 | 3.81 | 06-30-2024 |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | 852 | $676,768 | 26,168 | 0.00 | 0.00 | 14,435 | 123.03 | 06-30-2024 |
| FIVERR INTL LTD | ORD SHS | 853 | $598,287 | 25,537 | 0.00 | 25,537 | +Inf | 06-30-2024 | |
| KENNAMETAL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -22,250 | -100.00 | 03-31-2024 |
