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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | INTERNATIONAL DV | 1001 | $594,535 | 21,279 | 0.00 | 0.00 | -19,182 | -47.41 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 1002 | $593,307 | 12,601 | 0.00 | 12,601 | +Inf | 12-31-2023 | |
| QIFU TECHNOLOGY INC | AMERICAN DEP | 1003 | $592,079 | 37,426 | 0.00 | 0.00 | 2,528 | 7.24 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY BUF SEP | 1004 | $592,015 | 16,140 | 0.00 | 0.00 | -1,474 | -8.37 | 12-31-2023 |
