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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBOXX INV CP ETF | 451 | $1,478,528 | 13,361 | 0.00 | 0.00 | -2,962 | -18.15 | 12-31-2023 |
| GENERAL ELECTRIC CO | COM NEW | 452 | $1,475,275 | 11,559 | 0.00 | 0.00 | 1,270 | 12.34 | 12-31-2023 |
| PACKAGING CORP AMER | COM | 453 | $1,472,381 | 9,038 | 0.00 | 0.00 | 489 | 5.72 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 454 | $1,458,960 | 27,880 | 0.00 | 27,880 | +Inf | 12-31-2023 |
