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 EXCHNG TRADED FD VI | CBOE VEST US EQT | 551 | $1,083,971 | 24,552 | 0.00 | 24,552 | +Inf | 12-31-2023 | |
| FIRST TR EXCH TRADED FD III | CBOE VEST SMID | 552 | $1,083,752 | 51,387 | 0.00 | 51,387 | +Inf | 12-31-2023 | |
| PIMCO CORPORATE & INCM STRG | COM | 553 | $1,083,008 | 87,269 | 0.00 | 0.00 | 3,396 | 4.05 | 12-31-2023 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 554 | $1,073,541 | 10,758 | 0.00 | 0.00 | 7,799 | 263.57 | 12-31-2023 |
