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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1301 | $424,163 | 12,316 | 0.00 | 12,316 | +Inf | 03-31-2024 | |
| COPART INC | COM | 1302 | $423,859 | 7,318 | 0.00 | 0.00 | -498 | -6.37 | 03-31-2024 |
| SPDR SER TR | BBG CONV SEC ETF | Liquidated | $0 | 0 | 0.00 | 6,587 | +Inf | 12-31-2023 | |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 1304 | $423,532 | 17,788 | 0.00 | 0.00 | -749 | -4.04 | 03-31-2024 |
