Prospera Financial Services Inc Incresed Positions in Q4 2024

Prospera Financial Services Inc

  • $4.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
90
+ 8.93%
$602.01 - $706.25 $54.2K - $63.6K
1.1K $690K
JOBY
Joby Aviation, Inc.

Industrials
1.5K
+ 9.07%
$4.8 - $9.16 $7.2K - $13.7K
18K $146K
EVRG
Evergy, Inc.

Utilities
1.22K
+ 3.79%
$59.06 - $65.0 $71.9K - $79.2K
33.4K $2.05M
BWXT
Bwx Technologies, Inc.

Industrials
458
+ 12.0%
$111.39 - $133.28 $51K - $61K
4.28K $476K
UTG
Reaves Utility Income Fund

Financial Services
2.29K
+ 20.97%
$30.81 - $34.99 $70.4K - $80K
13.2K $417K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
3.01K
+ 9.42%
$20.05 - $20.15 $60.4K - $60.7K
35K $702K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
295
+ 2.84%
$55.58 - $62.6 $16.4K - $18.5K
10.7K $642K
EWJ
Ishares Msci Japan ETF

ETFs
1.06K
+ 35.97%
$66.18 - $71.84 $70.4K - $76.4K
4.02K $269K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
684
+ 22.19%
$119.34 - $127.78 $81.6K - $87.4K
3.77K $449K
NBIX
Neurocrine Biosciences Inc

Healthcare
9
+ 0.35%
$111.62 - $139.44 $1K - $1.25K
2.59K $353K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
4.15K
+ 18.55%
$23.17 - $26.26 $96.2K - $109K
26.5K $637K
AVUV
American Centy ETF Tr Avantis

ETFs
562
+ 25.79%
$94.37 - $106.41 $53K - $59.8K
2.74K $264K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
3.03K
+ 9.42%
$19.8 - $20.06 $60K - $60.8K
35.2K $698K
SYY
Sysco Corp

Consumer Defensive
1.01K
+ 7.22%
$73.63 - $81.77 $74.1K - $82.3K
14.9K $1.14M
DUK
Duke Energy Corp

Utilities
4.84K
+ 7.8%
$105.76 - $120.76 $511K - $584K
66.8K $7.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.57K
+ 7.75%
$17.93 - $18.8 $46.1K - $48.3K
35.7K $650K
ABT
Abbott Laboratories

Healthcare
1.36K
+ 1.18%
$111.93 - $119.39 $152K - $162K
116K $13.1M
SCI
Service Corp International

Consumer Cyclical
567
+ 10.86%
$73.36 - $88.6 $41.6K - $50.2K
5.79K $461K
OMC
Omnicom Group Inc.

Communication Services
2K
+ 28.41%
$85.82 - $105.47 $172K - $211K
9.05K $778K
BK
Bank Of New York Mellon Corp

Financial Services
307
+ 5.8%
$70.82 - $81.87 $21.7K - $25.1K
5.6K $430K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
35
+ 0.2%
$21.71 - $25.45 $760 - $891
17.9K $442K
SONY
Sony Group Corp

Technology
22.2K
+ 396.16%
$17.53 - $96.8 $389K - $2.15M
27.8K $587K
MBB
Ishares Tr

ETFs
865
+ 10.86%
$91.26 - $95.82 $78.9K - $82.9K
8.83K $809K
FPX
First Trust Us Equity Opportun

ETFs
2
+ 0.04%
$109.38 - $131.9 $219 - $264
4.91K $586K
NUE
Nucor Corp

Basic Materials
1.64K
+ 36.83%
$115.78 - $167.74 $190K - $276K
6.1K $712K
VNQ
Vanguard Specialized Funds Van

ETFs
1.77K
+ 12.86%
$87.85 - $98.6 $155K - $174K
15.5K $1.38M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
4.71K
+ 21.17%
$9.64 - $10.11 $45.4K - $47.6K
27K $264K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
665
+ 0.59%
$61.68 - $67.87 $41K - $45.1K
113K $7.02M
BSX
Boston Scientific Corp

Healthcare
30
+ 0.44%
$83.62 - $91.5 $2.51K - $2.75K
6.81K $608K
PSET
Principal Exchange Traded Fund

ETFs
530
+ 11.34%
$69.39 - $74.43 $36.8K - $39.4K
5.21K $372K
TFC
Truist Financial Corp

Financial Services
257
+ 0.57%
$41.51 - $48.1 $10.7K - $12.4K
45.2K $1.96M
VNLA
Janus Henderson Short Duration

ETFs
740
+ 14.7%
$48.82 - $49.11 $36.1K - $36.3K
5.77K $282K
MET
Metlife Inc

Financial Services
467
+ 13.44%
$78.15 - $88.25 $36.5K - $41.2K
3.94K $322K
AB
Alliancebernstein Holding L.P.

Financial Services
192
+ 1.47%
$34.59 - $38.68 $6.64K - $7.43K
13.2K $490K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
371
+ 12.35%
$100.24 - $101.35 $37.2K - $37.6K
3.37K $339K
EXC
Exelon Corp

Utilities
1.81K
+ 15.68%
$36.22 - $40.97 $65.4K - $74K
13.3K $501K
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.07K
+ 13.36%
$37.15 - $41.12 $39.6K - $43.8K
9.05K $342K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.15K
+ 4.72%
$49.79 - $51.14 $57.5K - $59K
25.6K $1.28M
ARCC
Ares Capital Corp

Financial Services
826
+ 5.23%
$20.74 - $22.27 $17.1K - $18.4K
16.6K $363K
BCS
Barclays PLC

Financial Services
847
+ 4.72%
$11.65 - $13.67 $9.87K - $11.6K
18.8K $249K
FDUS
Fidus Investment Corp

Financial Services
200
+ 1.0%
$19.1 - $21.49 $3.82K - $4.3K
20.2K $423K
CME
Cme Group Inc.

Financial Services
80
+ 6.97%
$221.17 - $246.02 $17.7K - $19.7K
1.23K $284K
ABC
Amerisourcebergen Corp

Healthcare
166
+ 1.68%
N/A
10K $1.86M
JPSE
J P Morgan Diversified Return

ETFs
831
+ 12.02%
$46.77 - $51.7 $38.9K - $43K
7.75K $363K
VBR
Vanguard Small Cap Value ETF

ETFs
327
+ 2.44%
$197.36 - $217.3 $64.5K - $71.1K
13.7K $2.72M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
625
+ 2.02%
$13.61 - $14.58 $8.51K - $9.11K
31.5K $454K
NRZ
New Residential Investment Corp.

Real Estate
3.63K
+ 19.34%
N/A
22.4K $162K
AER
Aer Cap Holdings N.V.

Industrials
187
+ 2.66%
$91.85 - $100.3 $17.2K - $18.8K
7.23K $691K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
893
+ 5.53%
$47.98 - $49.47 $42.8K - $44.2K
17K $822K
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
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