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 |
|---|---|---|---|---|---|---|---|---|---|
| SOFI TECHNOLOGIES INC | COM | 601 | $945,558 | 95,031 | 0.00 | 0.00 | 1,117 | 1.19 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 602 | $945,542 | 9,131 | 0.00 | 0.00 | -522 | -5.41 | 12-31-2023 |
| BLOOM ENERGY CORP | COM CL A | 603 | $942,153 | 63,659 | 0.00 | 0.00 | 2,506 | 4.10 | 12-31-2023 |
| VANGUARD WORLD FDS | MATERIALS ETF | 604 | $940,013 | 4,949 | 0.00 | 0.00 | 61 | 1.25 | 12-31-2023 |
