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
PAGSEGURO DIGITAL LTD COM CL A 2451 $166,980 14,284 0.00 0.00 1,280 9.84 06-30-2024
IONQ INC COM 2452 $164,038 23,334 0.00 0.00 8,009 52.26 06-30-2024
NUVEEN CR STRATEGIES INCOME COM SHS 2453 $163,867 29,526 0.00 0.00 7,094 31.62 06-30-2024
PARAMOUNT GLOBAL CLASS B COM 2454 $163,862 15,771 0.00 0.00 1,978 14.34 06-30-2024
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