Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERITY CONSULTING GROUP LLC | 04-30-2024 | 03-31-2024 | 352 | 797,739,884 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 101 | $2,124,373 | 6,129 | 0.00 | 0.00 | 4,774 | 352.32 | 03-31-2024 |
| BANK NEW YORK MELLON CORP | COM | 102 | $2,077,547 | 36,056 | 0.00 | 0.00 | 30,928 | 603.12 | 03-31-2024 |
| ISHARES TR | GRWT ALLOCAT ETF | 103 | $2,007,034 | 36,052 | 0.00 | 0.00 | 15,812 | 78.12 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 104 | $1,972,201 | 3,987 | 0.00 | 0.00 | -299 | -6.98 | 03-31-2024 |
