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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MBS ETF | 151 | $10,759,501 | 114,365 | 0.00 | 0.00 | -32,926 | -22.35 | 12-31-2023 |
| UNITED HOMES GROUP INC | CL A | 152 | $10,537,500 | 1,250,000 | 0.00 | 1,250,000 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 153 | $10,519,707 | 150,067 | 0.00 | 0.00 | 95,299 | 174.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 154 | $10,515,247 | 58,807 | 0.00 | 0.00 | 16,508 | 39.03 | 12-31-2023 |
