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 |
|---|---|---|---|---|---|---|---|---|---|
| M-TRON INDS INC | COM | 2201 | $242,069 | 6,875 | 0.00 | 0.00 | -5,147 | -42.81 | 06-30-2024 |
| TANDEM DIABETES CARE INC | COM NEW | 2202 | $241,780 | 6,001 | 0.00 | 6,001 | +Inf | 06-30-2024 | |
| INVESCO EXCH TRADED FD TR II | KBW HIG DV YLD | 2203 | $241,267 | 16,042 | 0.00 | 0.00 | -490 | -2.96 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | MATERIALS ALPH | 2204 | $240,677 | 3,713 | 0.00 | 0.00 | -8 | -0.21 | 06-30-2024 |
