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 |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER FLOATING RATE FUND I | COM | 2501 | $120,362 | 12,460 | 0.00 | 0.00 | 2,030 | 19.46 | 06-30-2024 |
| BLACKROCK TCP CAPITAL CORP | COM | 2502 | $119,146 | 11,032 | 0.00 | 11,032 | +Inf | 06-30-2024 | |
| FRANKLIN LTD DURATION INCOME | COM | 2503 | $118,136 | 18,633 | 0.00 | 0.00 | 699 | 3.90 | 06-30-2024 |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | 2504 | $117,831 | 16,785 | 0.00 | 16,785 | +Inf | 06-30-2024 |
