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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P 500 EX RAT | Liquidated | $0 | 0 | 0.00 | 6,680 | +Inf | 12-31-2023 | |
| CAPITAL GROUP CORE BALANCED | SHS | 1402 | $324,170 | 11,857 | 0.00 | 11,857 | +Inf | 12-31-2023 | |
| ENDAVA PLC | ADS | Liquidated | $0 | 0 | 0.00 | 4,220 | +Inf | 12-31-2023 | |
| REGIONS FINANCIAL CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 14,910 | +Inf | 12-31-2023 |
