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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | LUNT MDCAP MLT | Liquidated | $0 | 0 | 0.00 | 10,978 | +Inf | 12-31-2023 | |
| ABB LTD | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 11,283 | +Inf | 12-31-2023 | |
| ISHARES TR | IBONDS DEC2026 | 1353 | $343,392 | 14,368 | 0.00 | 14,368 | +Inf | 12-31-2023 | |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 1354 | $343,124 | 10,083 | 0.00 | 0.00 | -61,893 | -85.99 | 12-31-2023 |
