Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERITY FINANCIAL GROUP INC | 05-15-2024 | 03-31-2024 | 146 | 161,891,632 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $1,154,393 | 5,763 | 0.00 | 0.00 | 2,158 | 59.86 | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN FOCUSED | 52 | $1,147,308 | 33,804 | 0.00 | 33,804 | +Inf | 03-31-2024 | |
| BROADCOM INC | COM | 53 | $1,140,011 | 860 | 0.00 | 0.00 | 69 | 8.72 | 03-31-2024 |
| STRATEGY SHS | DAY HAGAN NED | 54 | $1,059,009 | 27,543 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
