Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERITY CONSULTING GROUP LLC | 08-08-2024 | 06-30-2024 | 303 | 737,456,136 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARRIOTT INTL INC NEW | CL A | 251 | $380,402 | 1,573 | 0.00 | 0.00 | -16 | -1.01 | 06-30-2024 |
| MARTIN MARIETTA MATLS INC | COM | 252 | $380,344 | 702 | 0.00 | 0.00 | 145 | 26.03 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 253 | $378,219 | 3,751 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 254 | $376,017 | 5,102 | 0.00 | 0.00 | 345 | 7.25 | 06-30-2024 |
