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 |
|---|---|---|---|---|---|---|---|---|---|
| VALE S A | SPONSORED ADS | 201 | $3,863,353 | 243,591 | 0.00 | 0.00 | -95,776 | -28.22 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 202 | $3,852,904 | 32,869 | 0.00 | 0.00 | 4,158 | 14.48 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG INVT | 203 | $3,751,252 | 122,630 | 0.00 | 0.00 | -24,258 | -16.51 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 204 | $3,748,930 | 20,966 | 0.00 | 0.00 | 13,149 | 168.21 | 12-31-2023 |
