Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES INC | 02-14-2024 | 12-31-2023 | 1051 | 3,020,218,555 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS TP200 GR ETF | 1251 | $247,761 | 1,414 | 0.00 | 0.00 | -239 | -14.46 | 12-31-2023 |
| CINTAS CORP | COM | 1252 | $247,693 | 411 | 0.00 | 411 | +Inf | 12-31-2023 | |
| VULCAN MATLS CO | COM | 1253 | $247,668 | 1,091 | 0.00 | 0.00 | -41 | -3.62 | 12-31-2023 |
| KARUNA THERAPEUTICS INC | COM | 1254 | $246,878 | 780 | 0.00 | 780 | +Inf | 12-31-2023 |
