Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 101 | $17,163,564 | 339,738 | 0.00 | 0.00 | 101,527 | 42.62 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 102 | $17,139,871 | 32,556 | 0.00 | 0.00 | 3,085 | 10.47 | 12-31-2023 |
| VICTORY PORTFOLIOS II | VCSHS US EQ INCM | 103 | $17,092,521 | 302,148 | 0.00 | 0.00 | -165,157 | -35.34 | 12-31-2023 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 104 | $16,946,797 | 44,967 | 0.00 | 0.00 | 10,963 | 32.24 | 12-31-2023 |
