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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARTER COMMUNICATIONS INC N | CL A | 351 | $2,021,136 | 5,200 | 0.00 | 5,200 | +Inf | 12-31-2023 | |
| HERSHEY CO | COM | 352 | $2,019,891 | 10,834 | 0.00 | 0.00 | -1,059 | -8.90 | 12-31-2023 |
| TRUIST FINL CORP | COM | 353 | $1,997,852 | 54,113 | 0.00 | 0.00 | -14,228 | -20.82 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT DVLP | 354 | $1,994,242 | 62,791 | 0.00 | 0.00 | -15,666 | -19.97 | 12-31-2023 |
