Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS INC | 02-09-2024 | 12-31-2023 | 372 | 2,624,534,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US HIGH DIVIDEND | 101 | $2,644,087 | 32,174 | 0.00 | 0.00 | -7,105 | -18.09 | 12-31-2023 |
| ISHARES TR | CORE MSCI TOTAL | 102 | $2,569,864 | 39,579 | 0.00 | 0.00 | -7,616 | -16.14 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING IN | COM | 103 | $2,452,818 | 10,528 | 0.00 | 0.00 | -558 | -5.03 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 104 | $2,449,808 | 10,327 | 0.00 | 0.00 | -126 | -1.21 | 12-31-2023 |
