Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS LLC | 01-24-2024 | 12-31-2023 | 976 | 6,627,570,854 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KKR & CO INC COM | Stock | 551 | $729,202 | 8,801 | 0.00 | 8,801 | +Inf | 12-31-2023 | |
| FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN | ETF | 552 | $721,651 | 36,173 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EVERSOURCE ENERGY COM | Stock | 553 | $720,819 | 11,679 | 0.00 | 0.00 | 5,486 | 88.58 | 12-31-2023 |
| BLOCK INC CL A | Stock | 554 | $718,968 | 9,295 | 0.00 | 0.00 | -1,112 | -10.69 | 12-31-2023 |
