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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 151 | $5,066,128 | 179,459 | 0.00 | 0.00 | 28,356 | 18.77 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 152 | $4,973,976 | 99,024 | 0.00 | 0.00 | 67,423 | 213.36 | 12-31-2023 |
| ISHARES TR | MSCI USA QLT FCT | 153 | $4,920,067 | 33,438 | 0.00 | 0.00 | 9,231 | 38.13 | 12-31-2023 |
| SPDR SER TR | S&P BIOTECH | 154 | $4,915,504 | 55,051 | 0.00 | 0.00 | 257 | 0.47 | 12-31-2023 |
