Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 08-09-2024 | 06-30-2024 | 2071 | 14,024,741,549 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HANNON ARMSTRONG SUST INFR C | COM | 1851 | $337,620 | 11,406 | 0.00 | 0.00 | 1,037 | 10.00 | 06-30-2024 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 1852 | $337,460 | 11,226 | 0.00 | 11,226 | +Inf | 06-30-2024 | |
| INDIA FD INC | COM | 1853 | $337,410 | 18,892 | 0.00 | 0.00 | -805 | -4.09 | 06-30-2024 |
| CONCENTRIX CORP | COM | 1854 | $335,947 | 5,309 | 0.00 | 5,309 | +Inf | 06-30-2024 |
