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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 251 | $3,127,054 | 55,701 | 0.00 | 0.00 | -2,794 | -4.78 | 12-31-2023 |
| ATLASSIAN CORPORATION | CL A | 252 | $3,126,432 | 13,144 | 0.00 | 13,144 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRIGHT | 253 | $3,123,821 | 159,868 | 0.00 | 0.00 | -37,255 | -18.90 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 254 | $3,116,506 | 135,265 | 0.00 | 0.00 | 70,836 | 109.94 | 12-31-2023 |
