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
EBAY INC. COM 1351 $214,218 4,911 0.00 0.00 -1,995 -28.89 12-31-2023
ISHARES TR CONSER ALLOC ETF 1352 $214,153 5,924 0.00 5,924 +Inf 12-31-2023
F N B CORP COM 1353 $213,793 15,526 0.00 0.00 -12,782 -45.15 12-31-2023
TETRA TECH INC NEW COM Liquidated $0 0 0.00 1,398 +Inf 12-31-2023
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