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 |
|---|---|---|---|---|---|---|---|---|---|
| YUM CHINA HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -151 | -2.63 | 12-31-2023 |
| HANNON ARMSTRONG SUST INFR C | COM | 1452 | $305,794 | 11,088 | 0.00 | 0.00 | -668 | -5.68 | 12-31-2023 |
| UIPATH INC | CL A | 1453 | $305,358 | 12,293 | 0.00 | 12,293 | +Inf | 12-31-2023 | |
| INTERPUBLIC GROUP COS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -8,407 | -47.88 | 12-31-2023 |
