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 |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $11,766,927 | 32,992 | 0.00 | 0.00 | -303 | -0.91 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 52 | $11,697,938 | 17,722 | 0.00 | 0.00 | -809 | -4.37 | 12-31-2023 |
| ISHARES TR | US INDUSTRIALS | 53 | $11,648,367 | 101,857 | 0.00 | 0.00 | 3,096 | 3.13 | 12-31-2023 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 54 | $11,496,634 | 320,419 | 0.00 | 0.00 | -180,110 | -35.98 | 12-31-2023 |
