Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| THRIVE WEALTH MANAGEMENT LLC | 10-13-2023 | 09-30-2023 | 169 | 375,920,092 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 151 | $322,139 | 5,623 | 0.00 | 0.00 | 14 | 0.25 | 09-30-2023 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 152 | $319,897 | 2,006 | 0.00 | 0.00 | 55 | 2.82 | 09-30-2023 |
| MONDELEZ INTL INC | CL A | 153 | $314,888 | 4,537 | 0.00 | 0.00 | 472 | 11.61 | 09-30-2023 |
| PROSPECT CAP CORP | COM | 154 | $313,787 | 51,866 | 0.00 | 0.00 | 228 | 0.44 | 09-30-2023 |
