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 |
|---|---|---|---|---|---|---|---|---|---|
| MONOLITHIC PWR SYS INC | COM | 1351 | $395,516 | 584 | 0.00 | 0.00 | -75 | -11.38 | 03-31-2024 |
| ISHARES TR | MSCI ACWI EX US | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,735 | 120.15 | 12-31-2023 |
| STAG INDL INC | COM | 1353 | $394,234 | 10,256 | 0.00 | 0.00 | -255 | -2.43 | 03-31-2024 |
| TREX CO INC | COM | 1354 | $394,013 | 3,950 | 0.00 | 0.00 | 173 | 4.58 | 03-31-2024 |
