Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERITY WEALTH MANAGEMENT INC | 05-15-2024 | 03-31-2024 | 168 | 211,073,042 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOORDASH INC | CL A | 151 | $290,314 | 2,108 | 0.00 | 2,108 | +Inf | 03-31-2024 | |
| DATADOG INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,900 | -44.55 | 03-31-2024 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 153 | $286,385 | 2,105 | 0.00 | 2,105 | +Inf | 03-31-2024 | |
| STMICROELECTRONICS N V | NY REGISTRY | Liquidated | $0 | 0 | 0.00 | 0.00 | -900 | -13.69 | 03-31-2024 |
