Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | mc | 1051 | $537,469 | 12,731 | 0.00 | 0.00 | -9,109 | -41.71 | 12-31-2023 |
| GOLDMAN SACHS PHYSICAL GOLD | mc | 1052 | $535,296 | 26,195 | 0.00 | 0.00 | 1,650 | 6.72 | 12-31-2023 |
| VANECK ETF TRUST | mc | 1053 | $534,471 | 29,286 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TRANE TECHNOLOGIES PLC | cs | 1054 | $533,365 | 2,187 | 0.00 | 0.00 | -805 | -26.91 | 12-31-2023 |
