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 |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS INSTRS INC | COM | 301 | $2,594,742 | 15,222 | 0.00 | 0.00 | -947 | -5.86 | 12-31-2023 |
| DIAGEO PLC | SPON ADR NEW | 302 | $2,567,986 | 17,630 | 0.00 | 0.00 | 1,815 | 11.48 | 12-31-2023 |
| WISDOMTREE TR | US QTLY DIV GRT | 303 | $2,554,397 | 36,346 | 0.00 | 0.00 | 1,085 | 3.08 | 12-31-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 304 | $2,547,556 | 11,678 | 0.00 | 0.00 | -705 | -5.69 | 12-31-2023 |
