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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | Liquidated | $0 | 0 | 0.00 | 8,361 | +Inf | 03-31-2024 | |
| COHEN & STEERS QUALITY INCOM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,327 | -3.67 | 03-31-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 103 | $417,655 | 19,150 | 0.00 | 0.00 | -1,385 | -6.74 | 03-31-2024 |
| TESLA INC | COM | 104 | $417,201 | 2,373 | 0.00 | 0.00 | 1,311 | 123.45 | 03-31-2024 |
