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 |
---|---|---|---|---|---|---|---|---|---|
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 651 | $818,412 | 12,665 | 0.00 | 0.00 | -1,058 | -7.71 | 12-31-2023 |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 652 | $816,134 | 12,887 | 0.00 | 0.00 | 1,166 | 9.95 | 12-31-2023 |
COPART INC | COM | 653 | $813,547 | 16,603 | 0.00 | 0.00 | -5,022 | -23.22 | 12-31-2023 |
KLA CORP | COM NEW | 654 | $809,751 | 1,393 | 0.00 | 0.00 | -159 | -10.24 | 12-31-2023 |