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 |
|---|---|---|---|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | 1251 | $459,854 | 16,950 | 0.00 | 0.00 | -1,877 | -9.97 | 03-31-2024 |
| ZIONS BANCORPORATION N A | COM | Liquidated | $0 | 0 | 0.00 | 9,353 | +Inf | 12-31-2023 | |
| GLOBAL X FDS | NASDQ 100 CVRDGW | 1253 | $459,237 | 14,988 | 0.00 | 0.00 | -415 | -2.69 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE INTL MOD | Liquidated | $0 | 0 | 0.00 | 20,167 | +Inf | 03-31-2024 |
