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
DIAMONDBACK ENERGY INC COM 901 $581,970 2,902 0.00 0.00 108 3.87 06-30-2024
GENERAL MLS INC COM 902 $505,508 7,987 0.00 0.00 387 5.09 06-30-2024
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 903 $434,467 18,346 0.00 0.00 -4,724 -20.48 06-30-2024
INGREDION INC COM 904 $534,389 4,659 0.00 0.00 209 4.70 06-30-2024
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