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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR MLP & ENERGY INCOM | COM | 1451 | $147,044 | 17,158 | 0.00 | 0.00 | 585 | 3.53 | 12-31-2023 |
| INVESCO MUNI INCOME OPP TRST | COM | 1452 | $140,678 | 22,154 | 0.00 | 0.00 | 4,214 | 23.49 | 12-31-2023 |
| INVESCO SR INCOME TR | COM | 1453 | $139,400 | 34,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FISKER INC | CL A COM STK | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,610 | 20.28 | 12-31-2023 |
