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 |
|---|---|---|---|---|---|---|---|---|---|
| WHITESTONE REIT | COM | 2251 | $230,889 | 17,347 | 0.00 | 0.00 | 53 | 0.31 | 06-30-2024 |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 2252 | $230,421 | 5,800 | 0.00 | 5,800 | +Inf | 06-30-2024 | |
| CALAMOS ETF TR | S P 500 STRUCTUR | 2253 | $230,003 | 8,953 | 0.00 | 8,953 | +Inf | 06-30-2024 | |
| AVISTA CORP | COM | 2254 | $229,159 | 6,621 | 0.00 | 6,621 | +Inf | 06-30-2024 |
