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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE SMCP | 1051 | $628,865 | 19,964 | 0.00 | 0.00 | -5,276 | -20.90 | 03-31-2024 |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 1052 | $627,659 | 41,266 | 0.00 | 0.00 | 9,874 | 31.45 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 1053 | $627,457 | 12,638 | 0.00 | 0.00 | -325 | -2.51 | 03-31-2024 |
| ISHARES TR | ESG EAFE ETF | 1054 | $623,985 | 9,159 | 0.00 | 0.00 | 1,189 | 14.92 | 03-31-2024 |
