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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE HIGH DV ETF | 701 | $729,942 | 7,157 | 0.00 | 0.00 | 3 | 0.04 | 12-31-2023 |
| HILTON WORLDWIDE HLDGS INC | COM | 702 | $727,267 | 3,994 | 0.00 | 0.00 | -77 | -1.89 | 12-31-2023 |
| KROGER CO | COM | 703 | $726,423 | 15,892 | 0.00 | 0.00 | 6,093 | 62.18 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 704 | $725,636 | 8,483 | 0.00 | 0.00 | 68 | 0.81 | 12-31-2023 |
