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
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
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