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Sonia Biastti

@Prospera Financial Services Inc

Latest period2024 - Q3ReportedManaged Assets$3.916BTotal holdings1116
Assets growth rate8.89%Assets growth rate (2-Q avg)13.99%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Prospera Financial Services Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1116 positions.

Assets under management

The assets under management (AUM) of Prospera Financial Services Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.916B in assets, with a quarterly growth rate of 8.89% and a 2-quarter average growth rate of 13.99%. The portfolio is managed by Sonia Biastti, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$9.359M
274,368 shares@ $34.11 avg price
BUFQFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$7.451M
252,071 shares@ $29.56 avg price
SMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$5.063M
217,033 shares@ $23.33 avg price
IJKIshares Tr
Recent Activity
Exited
0%
$4.814M
54,634 shares@ $88.12 avg price
DASHDoordash Inc
Recent Activity
Exited
0%
$4.219M
38,791 shares@ $108.78 avg price
DXJWisdomtree Tr
Recent Activity
Exited
0%
$3.788M
33,575 shares@ $112.83 avg price
FLRNSpdr Ser Tr
Recent Activity
Exited
0%
$3.224M
104,527 shares@ $30.85 avg price
SPSBSpdr Ser Tr
Recent Activity
Exited
0%
$3.214M
108,239 shares@ $29.7 avg price
VALEVale S A
Recent Activity
Exited
0%
$2.524M
225,917 shares@ $11.18 avg price
IFFInternational Flavors&fragra
Recent Activity
Exited
0%
$2.416M
25,372 shares@ $95.22 avg price