Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC | cs | 1401 | $339,842 | 7,231 | 0.00 | 0.00 | -288 | -3.83 | 12-31-2023 |
| ZIMMER BIOMET HOLDINGS INC | cs | 1402 | $336,867 | 2,768 | 0.00 | 0.00 | 5 | 0.18 | 12-31-2023 |
| INNOVATOR ETFS TR | mc | Liquidated | $0 | 0 | 0.00 | 0.00 | -270 | -2.12 | 12-31-2023 |
| ASTRAZENECA PLC | cs | 1404 | $332,265 | 4,933 | 0.00 | 0.00 | -939 | -15.99 | 12-31-2023 |
