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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 1401 | $369,067 | 4,718 | 0.00 | 0.00 | 1,715 | 57.11 | 03-31-2024 |
| AMEREN CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,390 | 50.36 | 12-31-2023 |
| AUTODESK INC | COM | 1403 | $369,015 | 1,417 | 0.00 | 0.00 | 122 | 9.42 | 03-31-2024 |
| ISHARES TR | US BR DEL SE ETF | Liquidated | $0 | 0 | 0.00 | 3,836 | +Inf | 12-31-2023 |
