Prospera Financial Services Inc Purchases in Q3 2024

Prospera Financial Services Inc

  • $3.82 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WPM
Wheaton Precious Metals Corp.

Basic Materials
675
+ 0.78%
$52.04 - $64.22 $35.1K - $43.3K
87.3K $5.33M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
740
New
$1024.09 - $1201.76 $758K - $889K
740 $777K
XLV
Select Sector Spdr Fund Health

ETFs
3.67K
+ 14.53%
$143.3 - $157.24 $526K - $577K
28.9K $4.45M
VB
Vanguard Small Cap ETF

ETFs
1.49K
+ 7.1%
$214.77 - $237.72 $321K - $355K
22.5K $5.34M
MO
Altria Group, Inc.

Consumer Defensive
7.09K
+ 9.84%
$45.95 - $54.71 $326K - $388K
79.1K $4.04M
NTAP
Net App, Inc.

Technology
6.03K
New
$114.18 - $134.62 $688K - $811K
6.03K $744K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.96K
+ 9.91%
$71.45 - $75.64 $497K - $527K
77.2K $5.8M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
8.05K
New
$81.14 - $92.39 $653K - $743K
8.05K $714K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.84K
+ 20.94%
$256.4 - $289.78 $473K - $534K
10.6K $3.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
746
+ 19.62%
$531.86 - $624.21 $397K - $466K
4.55K $2.81M
EMN
Eastman Chemical CO

Basic Materials
3.94K
+ 21.35%
$93.82 - $113.74 $370K - $448K
22.4K $2.51M
IGV
Ishares Expanded Tech Software

ETFs
5.92K
+ 8.6%
$77.94 - $89.37 $461K - $529K
74.7K $6.68M
PVAL
Putnam ETF Tr Putnam Focused L
18K
New
$35.03 - $37.94 $631K - $683K
18K $682K
EVRG
Evergy, Inc.

Utilities
7.19K
+ 28.8%
$52.46 - $62.01 $377K - $446K
32.2K $1.99M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7.61K
New
$81.1 - $89.18 $617K - $678K
7.61K $667K
UNP
Union Pacific Corp

Industrials
1.04K
+ 5.16%
$221.78 - $256.09 $230K - $266K
21.2K $5.21M
ITW
Illinois Tool Works Inc

Industrials
120
+ 0.49%
$233.14 - $263.97 $28K - $31.7K
24.8K $6.49M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.4K
+ 9.46%
$162.64 - $179.3 $390K - $429K
27.7K $4.97M
AMT
American Tower Corp

Real Estate
157
+ 0.98%
$192.27 - $242.73 $30.2K - $38.1K
16.1K $3.75M
APD
Air Products & Chemicals, Inc.

Basic Materials
255
+ 1.78%
$247.34 - $300.11 $63.1K - $76.5K
14.6K $4.34M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
32.2K
New
$19.74 - $20.07 $635K - $646K
32.2K $644K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
32K
New
$20.05 - $20.17 $641K - $645K
32K $643K
BAC
Bank Of America Corp

Financial Services
16.6K
+ 5.5%
$36.65 - $44.13 $608K - $733K
318K $12.6M
IYE
Ishares Tr

ETFs
14.7K
+ 42.67%
$44.44 - $49.18 $653K - $722K
49.1K $2.28M
DEO
Diageo PLC

Consumer Defensive
3.18K
+ 25.89%
$120.02 - $140.77 $381K - $447K
15.5K $2.17M
YPF
Ypf Sociedad Anonima

Energy
26.9K
+ 60.78%
$18.06 - $24.26 $486K - $653K
71.3K $1.51M
LGOV
First Tr ETF Iv Long Duration

ETFs
21.1K
+ 19.65%
$20.77 - $22.83 $437K - $481K
128K $2.87M
MA
Mastercard Inc

Financial Services
196
+ 1.98%
$429.6 - $500.99 $84.2K - $98.2K
10.1K $4.98M
PAYX
Paychex Inc

Industrials
736
+ 2.25%
$116.17 - $135.19 $85.5K - $99.5K
33.4K $4.48M
FTA
First Tr Large Cap Value

ETFs
4.5K
+ 10.03%
$72.76 - $79.13 $328K - $356K
49.4K $3.91M
SRE
Sempra Energy

Utilities
4.4K
+ 14.64%
$74.97 - $84.04 $330K - $370K
34.5K $2.88M
DVY
Ishares Tr

ETFs
1.35K
+ 4.68%
$119.99 - $135.74 $162K - $184K
30.3K $4.09M
KR
Kroger CO

Consumer Defensive
7.99K
+ 49.42%
$50.43 - $57.3 $403K - $458K
24.2K $1.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.01K
+ 4.95%
$75.32 - $84.37 $227K - $254K
63.7K $5.33M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.08K
+ 11.38%
$113.41 - $125.62 $350K - $387K
30.2K $3.79M
GOOG
Alphabet Inc.

Communication Services
14K
+ 12.85%
$149.54 - $192.66 $2.09M - $2.7M
123K $20.6M
PSLV
Sprott Physical Silver Trust

Financial Services
28.3K
+ 5.4%
$9.17 - $10.84 $260K - $307K
553K $5.78M
IAU
Ishares Gold Trust

ETFs
7K
+ 18.65%
$44.06 - $50.5 $308K - $354K
44.5K $2.21M
FCX
Freeport Mcmoran Inc

Basic Materials
9.65K
+ 15.6%
$39.52 - $51.92 $381K - $501K
71.5K $3.57M
TGT
Target Corp

Consumer Defensive
2.3K
+ 8.86%
$133.47 - $159.25 $307K - $366K
28.3K $4.4M
PM
Philip Morris International Inc.

Consumer Defensive
2.21K
+ 15.31%
$101.25 - $127.45 $224K - $282K
16.6K $2.02M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.53K
+ 63.45%
$305.34 - $350.41 $467K - $536K
3.94K $1.36M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.9K
+ 233.31%
$50.63 - $51.11 $552K - $557K
15.6K $795K
TMUS
T Mobile Us, Inc.

Communication Services
1.97K
+ 40.43%
$175.14 - $206.36 $345K - $407K
6.85K $1.41M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.61K
+ 13.02%
$84.77 - $97.13 $390K - $447K
40K $3.83M
MAR
Marriott International Inc

Consumer Cyclical
2.17K
+ 151.78%
$211.35 - $255.11 $459K - $554K
3.6K $895K
VICI
Vici Properties Inc.

Real Estate
2.49K
+ 2.6%
$27.64 - $34.08 $68.9K - $85K
98.3K $3.27M
MMM
3 M CO

Industrials
1.18K
+ 11.05%
$99.69 - $139.42 $118K - $165K
11.9K $1.62M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.23K
+ 126.99%
$114.73 - $120.23 $486K - $509K
7.57K $905K
Activity Summary
Buys All Purchases 631 New Holdings 74 Increased Positions 557 Sells All Sells 427 Reductions 427 Sold out 0 Options Calls 0 Puts 0
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