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 |
|---|---|---|---|---|---|---|---|---|---|
| ROYAL GOLD INC | COM | 1101 | $571,495 | 4,692 | 0.00 | 0.00 | 53 | 1.14 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 1102 | $570,923 | 11,640 | 0.00 | 0.00 | 4,174 | 55.91 | 03-31-2024 |
| GRAINGER W W INC | COM | 1103 | $570,198 | 561 | 0.00 | 0.00 | 48 | 9.36 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | DWA INDLS MUMT | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,917 | 146.70 | 12-31-2023 |
