Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE INC | cs | 1251 | $406,716 | 3,107 | 0.00 | 0.00 | -45,149 | -93.56 | 12-31-2023 |
| ISHARES TR | mc | 1252 | $406,183 | 17,628 | 0.00 | 0.00 | -31,858 | -64.38 | 12-31-2023 |
| MICROCHIP TECHNOLOGY INC. | cs | 1253 | $405,990 | 4,502 | 0.00 | 0.00 | 316 | 7.55 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | mc | 1254 | $404,336 | 17,481 | 0.00 | 0.00 | 881 | 5.31 | 12-31-2023 |
