Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MANITOWOC CO INC | COM NEW | 1151 | $521,017 | 36,847 | 0.00 | 0.00 | 14,337 | 63.69 | 03-31-2024 |
BRITISH AMERN TOB PLC | SPONSORED ADR | 1152 | $519,982 | 17,049 | 0.00 | 0.00 | 3,398 | 24.89 | 03-31-2024 |
SIMPLIFY EXCHANGE TRADED FUN | MULTI QIS ALTERN | 1153 | $519,551 | 20,471 | 0.00 | 0.00 | -2,270 | -9.98 | 03-31-2024 |
CABOT CORP | COM | 1154 | $517,654 | 5,614 | 0.00 | 0.00 | -22 | -0.39 | 03-31-2024 |