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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE HIGH DV ETF | 151 | $11,859,847 | 107,611 | 0.00 | 0.00 | 1,966 | 1.86 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 152 | $11,846,077 | 21,291 | 0.00 | 0.00 | 921 | 4.52 | 03-31-2024 |
| WISDOMTREE TR | EMER MKT HIGH FD | 153 | $11,660,750 | 278,699 | 0.00 | 0.00 | -152,896 | -35.43 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 154 | $11,528,861 | 293,505 | 0.00 | 0.00 | 26,356 | 9.87 | 03-31-2024 |
