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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | Liquidated | $0 | 0 | 0.00 | 0.00 | 313 | 2.19 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | 2002 | $291,649 | 7,015 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NUTANIX INC | CL A | 2003 | $291,584 | 5,129 | 0.00 | 5,129 | +Inf | 06-30-2024 | |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 2004 | $291,563 | 5,947 | 0.00 | 0.00 | -2,969 | -33.30 | 06-30-2024 |
