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 | 1451 | $322,120 | 4,998 | 0.00 | 0.00 | -11,780 | -70.21 | 12-31-2023 |
CHIPOTLE MEXICAN GRILL INC | cs | 1452 | $322,007 | 141 | 0.00 | 0.00 | 7 | 5.22 | 12-31-2023 |
WORKDAY INC | cs | 1453 | $321,475 | 1,164 | 0.00 | 0.00 | 155 | 15.36 | 12-31-2023 |
MOLINA HEALTHCARE INC | cs | 1454 | $320,122 | 886 | 0.00 | 0.00 | -18 | -1.99 | 12-31-2023 |