Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVANTAX ADVISORY SERVICES INC 02-07-2024 12-31-2023 1570 10,074,549,546
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
LENNAR CORP CL A 1201 $424,308 2,847 0.00 0.00 -2,077 -42.18 12-31-2023
SPDR SER TR BBG CONV SEC ETF Liquidated $0 0 0.00 6,587 +Inf 12-31-2023
ABSOLUTE SHS TR WBI BBR YLD 3000 1203 $423,654 18,342 0.00 18,342 +Inf 12-31-2023
JD.COM INC SPON ADR CL A 1204 $422,701 14,631 0.00 14,631 +Inf 12-31-2023
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