Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | cs | 1351 | $361,521 | 2,888 | 0.00 | 0.00 | 1,319 | 84.07 | 12-31-2023 |
WNS HLDGS LTD | cs | Liquidated | $0 | 0 | 0.00 | 5,271 | +Inf | 12-31-2023 | |
ATLAS ENERGY SOLUTIONS INC | cs | Liquidated | $0 | 0 | 0.00 | 16,156 | +Inf | 12-31-2023 | |
ELEVANCE HEALTH INC | cs | 1354 | $358,715 | 761 | 0.00 | 0.00 | -1,922 | -71.64 | 12-31-2023 |