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 |
|---|---|---|---|---|---|---|---|---|---|
| IQVIA HLDGS INC | COM | 1001 | $692,413 | 2,738 | 0.00 | 0.00 | 36 | 1.33 | 03-31-2024 |
| SMUCKER J M CO | COM NEW | 1002 | $690,894 | 5,489 | 0.00 | 0.00 | -46 | -0.83 | 03-31-2024 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 1003 | $689,802 | 7,413 | 0.00 | 0.00 | -68 | -0.91 | 03-31-2024 |
| AMERICAN WTR WKS CO INC NEW | COM | 1004 | $689,187 | 5,639 | 0.00 | 0.00 | -5,118 | -47.58 | 03-31-2024 |
