Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PROSPERA FINANCIAL SERVICES INC | 02-14-2024 | 12-31-2023 | 1051 | 3,020,218,555 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | NASDQ ARTFCIAL | 501 | $1,254,670 | 27,557 | 0.00 | 0.00 | 1,181 | 4.48 | 12-31-2023 |
AMERICAN ELEC PWR CO INC | COM | 502 | $1,254,362 | 15,444 | 0.00 | 0.00 | 10 | 0.06 | 12-31-2023 |
NUVEEN AMT FREE MUN CR INC F | COM | 503 | $1,247,010 | 105,500 | 0.00 | 0.00 | 64,214 | 155.53 | 12-31-2023 |
ISHARES TR | HDG MSCI EAFE | 504 | $1,243,101 | 39,451 | 0.00 | 39,451 | +Inf | 12-31-2023 |