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 |
|---|---|---|---|---|---|---|---|---|---|
| CSW INDUSTRIALS INC | COM | 2401 | $202,900 | 765 | 0.00 | 765 | +Inf | 06-30-2024 | |
| GLOBAL X FDS | AUTONMOUS EV ETF | 2402 | $202,863 | 8,636 | 0.00 | 8,636 | +Inf | 06-30-2024 | |
| UFP TECHNOLOGIES INC | COM | 2403 | $202,652 | 768 | 0.00 | 768 | +Inf | 06-30-2024 | |
| SPROUTS FMRS MKT INC | COM | 2404 | $202,541 | 2,421 | 0.00 | 2,421 | +Inf | 06-30-2024 |
