Prospera Financial Services Inc Purchases in Q4 2024

Prospera Financial Services Inc

  • $4.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SFL
Sfl Corp Ltd.

Industrials
19.2K
New
$9.72 - $11.76 $186K - $225K
19.2K $195K
SRE
Sempra Energy

Utilities
621
+ 1.8%
$80.81 - $94.77 $50.2K - $58.9K
35.1K $3.08M
D
Dominion Energy, Inc

Utilities
7.4K
+ 14.17%
$52.63 - $60.92 $390K - $451K
59.6K $3.21M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.64K
+ 29.67%
$54.6 - $68.9 $144K - $182K
11.5K $696K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.32K
+ 15.99%
$184.21 - $199.29 $242K - $262K
9.55K $1.76M
COIN
Coinbase Global, Inc.

Technology
208
+ 10.51%
$163.17 - $343.62 $33.9K - $71.5K
2.19K $543K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
29.4K
+ 33.61%
$11.91 - $14.14 $351K - $416K
117K $1.43M
GE
General Electric CO

Industrials
4.73K
+ 17.17%
$159.95 - $194.23 $757K - $919K
32.3K $5.39M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.5K
+ 365.42%
$27.54 - $83.04 $400K - $1.21M
18.5K $512K
TJX
Tjx Companies Inc

Consumer Cyclical
1.29K
+ 18.44%
$112.15 - $127.2 $145K - $164K
8.28K $1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
72K
+ 230.12%
$26.93 - $84.95 $1.94M - $6.11M
103K $2.82M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
19.9K
+ 16.92%
$13.32 - $14.3 $266K - $285K
138K $1.85M
ALK
Alaska Air Group, Inc.

Industrials
351
+ 4.52%
$42.48 - $67.6 $14.9K - $23.7K
8.11K $525K
IJS
Ishares S&P Smallcap 600 Value

ETFs
854
+ 0.98%
$104.59 - $118.05 $89.3K - $101K
87.6K $9.51M
WELL
Welltower Inc.

Real Estate
1.52K
+ 18.0%
$123.11 - $139.3 $187K - $212K
9.97K $1.26M
IVE
Ishares S&P 500 Value ETF

ETFs
1.71K
+ 7.09%
$189.5 - $206.17 $324K - $353K
25.8K $4.93M
FDS
Factset Research Systems Inc

Financial Services
65
+ 0.93%
$449.69 - $495.72 $29.2K - $32.2K
7.04K $3.38M
PDT
John Hancock Premium Dividend Fund

Financial Services
13.4K
New
$12.01 - $13.54 $160K - $181K
13.4K $170K
VPU
Vanguard Utilities ETF

ETFs
1.21K
+ 46.27%
$160.52 - $179.11 $194K - $217K
3.83K $625K
SYF
Synchrony Financial

Financial Services
394
+ 4.11%
$49.01 - $68.55 $19.3K - $27K
9.98K $648K
DDOG
Datadog, Inc.

Technology
150
+ 2.87%
$113.98 - $168.65 $17.1K - $25.3K
5.38K $768K
IEO
Ishares Tr

ETFs
1.91K
+ 76.96%
$85.22 - $101.77 $163K - $194K
4.39K $393K
PAA
Plains All American Pipeline LP

Energy
10.5K
+ 19.13%
$16.27 - $18.67 $171K - $196K
65.3K $1.12M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
618
+ 0.84%
$49.03 - $53.35 $30.3K - $33K
73.9K $3.79M
DSL
Double Line Income Solutions Fund

Financial Services
12.4K
New
$12.32 - $13.0 $153K - $162K
12.4K $156K
VOT
Vanguard Mid Cap Growth Index

ETFs
419
+ 9.22%
$241.48 - $274.89 $101K - $115K
4.97K $1.26M
URBN
Urban Outfitters Inc

Consumer Cyclical
182
+ 2.13%
$34.96 - $55.81 $6.36K - $10.2K
8.72K $478K
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.64K
+ 42.31%
$46.07 - $48.17 $168K - $175K
12.2K $563K
WSM
Williams Sonoma Inc

Consumer Cyclical
19
+ 0.4%
$129.13 - $198.21 $2.45K - $3.77K
4.82K $892K
SBR
Sabine Royalty Trust

Energy
964
+ 3.38%
$60.18 - $66.67 $58K - $64.3K
29.5K $1.91M
HYG
Ishares Tr

ETFs
2.27K
+ 12.48%
$78.09 - $80.04 $177K - $181K
20.4K $1.61M
CGXU
Capital Group Intl Focus Equit

ETFs
6.81K
+ 72.76%
$24.67 - $26.94 $168K - $183K
16.2K $398K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
911
+ 3.96%
$19.44 - $28.35 $17.7K - $25.8K
23.9K $615K
NEAR
Blackrock Short Maturity Bond

ETFs
3K
+ 20.93%
$50.28 - $51.08 $151K - $153K
17.3K $875K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.66K
+ 41.5%
$43.02 - $47.32 $157K - $173K
12.5K $539K
AGNC
Agnc Investment Corp.

Real Estate
17.9K
+ 73.33%
$9.21 - $10.59 $165K - $189K
42.2K $389K
PM
Philip Morris International Inc.

Consumer Defensive
1.27K
+ 7.64%
$118.38 - $133.06 $151K - $169K
17.9K $2.16M
IAU
Ishares Gold Trust

ETFs
2.91K
+ 6.52%
$48.37 - $52.65 $141K - $153K
47.4K $2.35M
WES
Western Midstream Partners, LP

Energy
3.48K
+ 56.75%
$35.7 - $40.71 $124K - $141K
9.6K $368K
PWZ
Invesco California Amt Free Mu

ETFs
6.49K
+ 9.41%
$24.49 - $25.25 $159K - $164K
75.5K $1.86M
INTC
Intel Corp

Technology
18.1K
+ 26.91%
$19.07 - $26.23 $345K - $475K
85.4K $1.71M
PTF
Invesco Exchange Traded Fd Tr

ETFs
1.02K
+ 15.47%
$62.32 - $80.47 $63.4K - $81.8K
7.59K $550K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.48K
+ 8.38%
$50.63 - $59.0 $74.8K - $87.1K
19.1K $1.03M
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.85K
+ 5.69%
$50.62 - $52.07 $195K - $200K
71.4K $3.64M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.47K
+ 18.21%
$7.33 - $12.37 $40.1K - $67.6K
35.5K $376K
VO
Vanguard Mid Cap ETF

ETFs
450
+ 1.3%
$261.5 - $284.63 $118K - $128K
35.1K $9.27M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.7K
+ 254.16%
$22.01 - $66.82 $521K - $1.58M
33K $748K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.54K
+ 25.39%
$58.88 - $64.8 $209K - $230K
17.5K $1.03M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.28K
+ 22.69%
$148.29 - $166.93 $190K - $214K
6.93K $1.03M
Activity Summary
Buys All Purchases 716 New Holdings 83 Increased Positions 633 Sells All Sells 359 Reductions 359 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Prospera Financial Services Inc Portfolio

Follow Prospera Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prospera Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prospera Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email