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
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
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