Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DOUBLELINE INCOME SOLUTIONS | mf | 1101 | $501,469 | 40,969 | 0.00 | 0.00 | 16,055 | 64.44 | 12-31-2023 |
EVERGY INC | cs | 1102 | $498,264 | 9,545 | 0.00 | 0.00 | -19,514 | -67.15 | 12-31-2023 |
HCA HEALTHCARE INC | cs | 1103 | $497,795 | 1,839 | 0.00 | 0.00 | -343 | -15.72 | 12-31-2023 |
CHENIERE ENERGY INC | cs | 1104 | $497,536 | 2,914 | 0.00 | 0.00 | 52 | 1.82 | 12-31-2023 |