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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 1201 | $490,076 | 4,359 | 0.00 | 0.00 | 73 | 1.70 | 03-31-2024 |
| WHIRLPOOL CORP | COM | 1202 | $489,727 | 4,094 | 0.00 | 0.00 | -459 | -10.08 | 03-31-2024 |
| VANECK ETF TRUST | INFLATION ALLOCA | 1203 | $488,223 | 18,016 | 0.00 | 0.00 | -6,259 | -25.78 | 03-31-2024 |
| EA SERIES TRUST | STRIVE US ENERGY | 1204 | $487,968 | 15,585 | 0.00 | 0.00 | 3,618 | 30.23 | 03-31-2024 |
