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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI ACWI EX US | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,735 | 120.15 | 12-31-2023 |
| JOHN HANCOCK EXCHANGE TRADED | MULTI INTL ETF | 1252 | $394,361 | 12,095 | 0.00 | 0.00 | -3,999 | -24.85 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 1253 | $393,251 | 22,056 | 0.00 | 0.00 | -45,254 | -67.23 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG INTL T | Liquidated | $0 | 0 | 0.00 | 17,456 | +Inf | 12-31-2023 |
