Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | 101 | $18,365,713 | 40,376 | 0.00 | 0.00 | 1,623 | 4.19 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 102 | $18,298,602 | 46,004 | 0.00 | 0.00 | 1,037 | 2.31 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 103 | $18,273,512 | 251,597 | 0.00 | 0.00 | 2,030 | 0.81 | 03-31-2024 |
| MERCK & CO INC | COM | 104 | $18,270,404 | 138,465 | 0.00 | 0.00 | 22,289 | 19.19 | 03-31-2024 |
