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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | 301 | $284,365 | 3,241 | 0.00 | 0.00 | 187 | 6.12 | 06-30-2024 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 302 | $282,526 | 2,823 | 0.00 | 0.00 | -56 | -1.95 | 06-30-2024 |
| UNITED PARCEL SERVICE INC | CL B | 303 | $281,927 | 2,060 | 0.00 | 0.00 | -917 | -30.80 | 06-30-2024 |
| ADVANCED MICRO DEVICES INC | COM | 304 | $280,461 | 1,729 | 0.00 | 0.00 | -1,921 | -52.63 | 06-30-2024 |
