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 |
|---|---|---|---|---|---|---|---|---|---|
| FLEXSHARES TR | QUALT DIVD IDX | 951 | $399,760 | 6,497 | 0.00 | 0.00 | -30 | -0.46 | 12-31-2023 |
| KKR & CO INC | COM | 952 | $399,006 | 4,816 | 0.00 | 0.00 | -132 | -2.67 | 12-31-2023 |
| ARK ETF TR | GENOMIC REV ETF | 953 | $398,215 | 12,137 | 0.00 | 12,137 | +Inf | 12-31-2023 | |
| UNITED RENTALS INC | COM | 954 | $397,953 | 694 | 0.00 | 0.00 | -88 | -11.25 | 12-31-2023 |
